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How do I manage website customer accounts?
Review, note, and block people who signed up on your public rental website — separate from CRM customers.
1 min readUpdated
On this page
Open Website users to manage accounts created on your public site. These are not the same records as CRM Customers. You can review activity, leave an internal note, and Block access or Unblock access when needed.
What you see
Summary tiles cover Total users, Active, and Blocked. Filter by status and search by name or email. Open a user for User history (bookings, requests, messages) plus account and audit details.
Notes and blocks
Use Internal note for CRM-only context. Block access asks for a reason (at least three characters). Notes and blocks stay inside the CRM — they are not shown to the website visitor.