How To Ban A Customer

1. Locate The Customer

Search for the customer using the quick search field or the search form to locate the correct customer.

For more information on how to search for a customer, click here.

2. Deactivate And Ban The Customer

Once you have found the correct customer profile, click on deactivate account from the Account traits & related actions section.

This will show a pop-up window which details what deactivating an account does and includes a required field to enter in a reason description for the deactivation. The window includes a checkbox that needs to be checked in order to add the customer’s account to the banned customer list.Enter in the reason and check the checkbox needed to add the customer to the banned customer list.Click Deactivate this account to complete the ban.

The account will now show as deactivated.This customer will also now appear on the Banned Customer register.

 

Adding Directly To The Banned Customer List

 

1. Navigate To The Operations Page

Click on Operations from the main menu at the top of PBJ Admin.

 

2. Navigate To The Banned Customer List

Click on Restrictions from the left toolbar and then select Add banned customers from the dropdown menu.

3. Add A Customer To The Banned Customer List

 

Fill the following data fields (*denotes fields that are compulsory):

• First name*
• Last Name*
• Pattern
• Date of Birth
• Postcode
• Reason*
• Status

NOTE: You are only required to provide information for the required fields. However, the more information you provide the more accurate the ban will be.

For example if you were to place a on the following details:
First name: John
Last Name: Smith

This will ban every customer with these details, which can result in banning customers who you do not want added to the banned list.

Once the details have been entered, click on the blue Save button in the bottom right-hand corner to add the customer’s details to the banned customer list.

Managing Banned Customer Details

In the case that a generic name has been added to the banned customer list which has resulted in the banning of legitimate customers, you may want to edit the ban list to be more specific to the correct customer.

 

1. Navigate To The Operations Page

Click on Operations from the main menu at the top of PBJ Admin.

2. Navigate To The Banned Customer List

Click on Restrictions from the left toolbar and then select Add banned customers from the dropdown menu.

3. Locate The Relevant Customer

Find the name of the banned customer details you wish to edit and select the corresponding timestamp.

By clicking this you will see further options to add to the banned customer details.

4. Edit The Banned Customer Details

Fill in the corresponding fields to provide further information such as:

• Pattern
• Date of birth
• Postcode

Click save to update the details.

By making the banned customer details more specific, you have minimised the number of customers who will be caught by the ban.

Removing A Customer From The Banned Register

In some instances, you may find that a customer has been accidentally added to the banned list. In this case, you may be required to remove the details.

1. Navigate To The Operations Page

Click on Operations from the main menu at the top of PBJ Admin.

2. Navigate To The Banned Customer List

Click on Restrictions from the left toolbar and then select Add banned customers from the dropdown menu.

3. Locate The Relevant Customer

Find the name of the banned customer details you wish to remove and select the corresponding timestamp.

This will take to you a page with further information about the customer’s details.

4. Make The Ban Inactive

From here select the status dropdown menu and change this to Inactive. This will allow the customer with these details to sign in again or re-register.

Click save to update the details.