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

# Manage customer accounts

> How a group admin manages customer accounts under Admin.

A **customer account** groups the properties and data a user can access. The **Customer Accounts** tab in the Admin area lets you review which accounts exist and who is assigned to each. Use this article to check account membership before inviting or editing users.

<Note>
  The **Admin** area is available only to **group admins**. If you don't see **Admin** in the sidebar, your account isn't a group admin. Ask an existing admin in your organization, or [get help](/getting-started/get-help).
</Note>

## Open the Customer Accounts tab

Select **Admin** in the left sidebar, then open the **Customer Accounts** tab.

Each account appears as an expandable section showing the account name, a count of assigned users, and — when expanded — a table of those users with their roles (Consultant, Client, or Unassigned).

## Find an account or user

Use the search box at the top of the tab to filter the list. It matches on:

* **Account name**, and
* The **email address** of any user assigned to an account.

Only the accounts that match your search remain visible.

## Change who's assigned to an account

The Customer Accounts tab is a read-only view of account membership. To change which accounts a person can access, edit the user instead:

<Steps>
  <Step title="Go to the Users tab">
    In the Admin area, open the **Users** tab.
  </Step>

  <Step title="Edit the user">
    Open the actions menu on the user's row and select **Edit**.
  </Step>

  <Step title="Update their customer accounts">
    Change the **Customer Accounts** selection, then select **Save Changes**.
  </Step>
</Steps>

See [Manage users in your organization](/account/manage-users) for the full edit flow.

## Related

* [Manage users in your organization](/account/manage-users)
* [Get help](/getting-started/get-help)