Manage Customer

The Customer Management feature in the LoginRadius Admin console provides an efficient way to search, view, and manage customer profiles. It allows administrators to quickly locate users using filters such as Name, Email, UID, and PhoneID. Additionally, it offers detailed insights into user activity, security settings, and account verification status.

With this functionality, administrators can update profile details, reset passwords, manage authentication settings, enforce security policies, and ensure compliance with data privacy regulations. The Admin Console provides an intuitive interface to streamline customer management, making it easy to monitor and update user information as needed.

This document explains how to search for and manage customer profiles using the LoginRadius Admin Console, ensuring smooth identity and access management.

Common Use Cases For Manage Customers

• Efficient Customer Search and Profile Management
  Administrators can quickly locate customer accounts using search parameters such as Name, Email, UID, and PhoneID. This helps retrieve customer details, update profile information, and ensure accurate records.
• Account Access and Authentication Control
  The platform allows managing customer authentication by resetting passwords, resending verification emails, and updating verification statuses. This ensures a seamless login experience while maintaining security.
• Security and Fraud Prevention
  Monitoring customer activity, login history, and verification status helps identify unusual behavior. Administrators can immediately act by blocking, deleting, or disabling accounts to prevent unauthorized access.
• Role-Based Access and Permissions
  Organizations can define specific roles and permissions for different administrative users, ensuring only authorized personnel can modify customer accounts and security settings.
• Compliance and Consent Management
  With integrated consent tracking, administrators can manage user consent preferences and ensure adherence to data privacy regulations. This helps maintain transparency and compliance with policies.

Configuration

This section guides you through managing customer profiles in the Admin Console, including searching for users, updating profiles, and handling security settings.

Search Customers

The Search Customers tab lists all registered users within your application. Administrators can filter and search customers based on predefined search parameters, making it easy to locate specific accounts.

1. Navigate to Customer Management

   • Go to the Manage Customer section in the admin console.
   • The Search Customers screen appears, displaying all registered users.

2. Use Search Filters

   • Select a Domain from the dropdown to filter users by their registration source.
   • Choose a Search Field such as:
     • Name
     • Email
     • UID
     • ID
     • PhoneID
   • Enter the required details in the search box and click Search to retrieve a list of registered users matching the specified criteria.

📌Note: Custom fields can be added in the Forms Data Schema to refine search parameters based on specific requirements.

Perform Actions

Once a customer is located, administrators can take the following actions:

• View Profile: Clicking this action will open the Manage Customer section, where administrators can access and update user details.
• Logout Customer: Ends all active user sessions immediately.
• Block Customer: Restricts the user’s access to the application.
• Delete Customer: Permanently removes the user's profile from the system.

Manage Customers

Once a customer is located, administrators can perform various actions to manage their profile, security settings, and authentication details.

1. Click the View Profile Button

   • In the Search Customers screen, locate the desired user and click the Action>View Profile button.
   • A detailed customer profile will open, displaying key account information.

2. View and Modify Customer Information

   • Customer Info: Displays user profile details, including customer information, Email ID, and social profile of the registered customer.

   • Insights: Monitor the customer's consent and privacy policy logs.

   • Custom Objects: Displays the set custom object information for a customer, if available.

   • Organizations:
     The Organizations tab in the Manage Customers section displays all organizations a user is associated with, along with their assigned roles.
     This feature helps administrators quickly view and manage users' access across multiple organizations within a B2B IAM tenant. Since the system supports multi-tenancy, users can belong to various organizations with different roles and permissions.
     Example
     If a user ([email protected]) is part of two organizations— Organization1 and Organization2—the Organizations tab will list both organizations and the specific roles assigned to that user in each.
     Note: This tab is only available in partner/B2B IAM tenants.
     For more details on managing organizations, refer to the Organization Management Documentation.

3. Available Management Actions
   Click the Action button in the top right corner in the manage customer section to open a dropdown list of available actions for the customer.

   • Update Verification Status: Modify email and phone verification status.

   • Reset Password: Directly reset the user's password.

   • Send Reset Password Mail: Trigger a password reset email by selecting the appropriate email template and specifying the reset password URL, if applicable.

   • Reset MFA Settings: You can reset or delete the configured MFA settings for a specific customer.

   • Add External ID: External IDs can be stored as user key-value pairs.

4. Access JSON Profile: Click the Show JSON option to see the complete user profile in JSON format for detailed data access.

Retrieve Customer Details Using Account APIs

In addition to the Search and Manage Customers features in the LoginRadius Admin Console, administrators, and developers can retrieve customer details programmatically using Account APIs. These APIs provide flexible options to fetch user data based on different identifiers, ensuring seamless integration with external systems and applications.

Available Account APIs:

• Account Identities by Email – Fetches user identity details using an email address.
• Account Profiles by UID – This API retrieves all of the profile data associated with the account by UID in the Cloud Directory.
• Account Profiles by User Name – Retrieves customer details based on their username.

Best Practice

• Use Advanced Search Filters: Optimize customer searches by utilizing multiple filters like Name, Email, UID, and PhoneID to locate accounts quickly.

• Regularly Update Customer Information: Ensure user profiles are accurate by periodically reviewing and updating email verification, phone numbers, and authentication settings.

• Enforce Security Measures: Reset passwords for compromised accounts, monitor login activities, and block suspicious users to maintain system integrity.

• Leverage APIs for Automation: Integrate Account APIs to automate user data retrieval, password resets, and authentication processes for seamless identity management.

Related Resources

• Organization Management
• Organization Configuration
• Partner API Overview
• Roles and Permission
• Custom Objects