FAQ Item

« Return to FAQ database

How do I setup a customer login

Go to Settings > User Roles
Create a new Role called "Customer"
Tick the permissions you want this customer to have, eg:
- Customer: view
- Job: view
- Job Tasks: view
- Invoice: view
- Files: view + edit
- Ticket: view + create
- Customer Data Access: Only Customers I am assigned to as a contact
- Job Data Access: Only jobs from customers I have access to
- Ticket Access: Only tickets from my customer account
- Can user login: yes
- plus any others you want customer to be able to access.
Save the User Role.

Go to a Customer > Contacts.
Create a new contact or open an existing contact
Enter a password for this contact.
Choose the User Role from the drop down box.
Save the Contact.
The customer can now login using that contact email address and the specified password.

dtbakerFAQ Item