> ## Documentation Index
> Fetch the complete documentation index at: https://docs.stackshift.cloud/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage customers and customer accounts

> Find customer history and group people from the same business intentionally.

<Note>
  This guide includes features awaiting release. If an option is not available in your workspace, contact StackShift Support.
</Note>

## What you can do

Find customer history and group people from the same business intentionally. Where to find it: Customers → contacts or accounts.

## Before you start

* Customer read access; configuration permission for account management.

## Steps

<Steps>
  <Step>
    Search for a customer and review their contact record and accessible conversation history.
  </Step>

  <Step>
    Update permitted details carefully. Verify the person before merging records that appear to be duplicates.
  </Step>

  <Step>
    For business customers, create an account with a name, owner and tier; use an external reference when your business already has a stable account identifier.
  </Step>

  <Step>
    Add the intended contacts as account members. Do not assume that a matching company name or email domain proves membership.
  </Step>

  <Step>
    Associate a conversation with an account only after confirming the contact belongs to it. Review the selected account context before using it for routing or reporting.
  </Step>

  <Step>
    Archive an unused account when appropriate. Use the dedicated privacy workflow for erasure; archival is not permanent deletion.
  </Step>
</Steps>

## Example

Add a shop’s owner and purchasing manager to one customer account while keeping their personal conversations distinct.

## Things to know

* Access to a customer account does not override inbox permissions.
* Contact merging and erasure affect linked history; review the impact before confirming.

## What happens next

<Check>
  Staff see the correct customer history and verified business context.
</Check>

## If something goes wrong

<Warning>
  * An account cannot be selected: confirm contact membership, environment and your access.
  * Two people share an email or company name: verify their identity before merging or linking them.
</Warning>

## Related guides

<CardGroup cols={2}>
  <Card title="Create and follow a ticket" href="/stackshift-support/tickets">
    Track requests that need structured information and a clear lifecycle.
  </Card>

  <Card title="Export, retain or delete Support data" href="/stackshift-support/data-and-privacy">
    Handle data requests deliberately and understand what deletion affects.
  </Card>
</CardGroup>


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