Visit Admin > Customers (tab)

Find your customer and click over the Setting Icon, select Edit

From here, you can edit various customer data within the tabbed sections: 

• Email Address and Password
• Customer Information
• Customer Fields
• Options
• Affiliate
• Supplier
• Loyalty
• Note
• Mark Up
• Order Limit

Email Address and Password Tab 

Insert the following information:

• Email Address
• New Password
• Confirm Password
• Rating
• Suspended – checkmark to suspend account
• Email notification – check to enable
• Extra email addresses – input with comma separated (do not include spaces)
• Unsubscribe from email correspondence – check to unsubscribe
• Payment alert

Customer Information Tab 

• First/Last Name
• Address Information
• Phone Number, Cell Phone, Fax
• Company Name
• Website URL
• Ebay name
• Amazon name
• Delivery type

Options Tab

• Shipping Options
• Payment Options
  
  •  Immediate = Credit Card
  • Do they have Terms set up with your company, if so, select from the drop down  
• Price Table
  
  Tip!

  For more information regarding Price Tables.
• See Hidden Price – check to enable
• Credit Card Fee Rate
• Disable Sales Rep Commission – check to enable
• Protected Access Level – check their access level. This will allow the customer to see their level access.
  Tip2!

  For more information regarding Protected Level Access.
• Login Success Page – this will forward them to a default landing page after logging in
• Sales Rep – select to assign sales rep
• In Group – assign to group
  • If you have a “Primary Group” option this is to denote which Groups rules take precedence 
• Multistore Host – if you have multi-site feature enabled, this determines what site the customer is assigned to (where are they allowed to login?)

To save and finish, click Add Customer