Customer Profile

The customer profile contains contact information and associated data. This guide explains the profile fields and how to view customer information.

Accessing Customer Profile

Navigate to the Customers list
Click on a customer to open the detail view
The Profile section displays customer information

Profile Information

Contact Details

Field	Description
Customer ID	Unique identifier for this customer relationship
Email	Customer's email address
Name	Customer's full name (if provided)
Phone	Customer's phone number (if provided)

Account Information

Field	Description
Status	Active or Suspended
Merchant	The merchant this customer belongs to
Created	When the customer record was created
Last Activity	When the customer last transacted

Wallet Information

Field	Description
Wallet Addresses	Cryptocurrency addresses associated with this customer
Primary Wallet	Main wallet address used for payments

Viewing Wallet Addresses

The customer may have multiple wallet addresses on different networks:

Each wallet address shows:

The blockchain address
The network (Ethereum, Polygon, etc.)
When it was first used

✅ Tip

Click on a wallet address to copy it to your clipboard.

Customer User View

To see information across all merchants (the underlying user):

In the customer profile, look for the Customer User ID
Click to view the unified customer user record

The customer user view shows:

All merchant relationships for this user
All wallet addresses across merchants
Complete transaction history

Payment Methods

The Payment Methods section shows how the customer has paid:

Method	Description
Crypto Wallet	Direct crypto payments
Card	Card payments (last 4 digits shown)
Other	Other payment methods used

Metrics

If available, customer metrics show:

Total payment volume
Number of transactions
Average transaction size
First and last transaction dates

Permissions

Role	View Profile	Edit Profile
Super Admin	Yes	Yes
Admin	Yes	Yes
Payment Ops	Yes	No
Compliance Ops	Yes	No
CS Ops	Yes	Yes
Finance Ops	Yes	No
View Only	Yes	No

Best Practices

Customer Lookup

When a customer contacts support:

Search by their email address
Verify you have the correct customer
Review their recent transactions
Check for any existing notes

Privacy Considerations

Only access customer data for legitimate business purposes
Do not share customer information externally
Document the reason for accessing sensitive data if required