Customer Connector - Administration

This video focuses on the administrative side of having and using the Customer Connector.

Video Text

00:04 In this video we're going to be reviewing administration of customer connector. Um, so there's, this is your internal users seeing customer connector as your customer would see it, so you know, send them invites and you've done all of that stuff already. So now you want to log in and see what your customer could see from customer connectors. So you as a user will go in and this is after your set up under user roles as a portal admin. There's roles around that and you also have to go on to the user and set up the user with a username, password and um, to get logged in. So we're going to log in, you'll get a log in page, you'd huge coming from your login so you can tell it to remember you.

00:50 I'm going to use our master accounts here and get logged in. They put in their username and password, sign in and it'll take them to the home page. And this, in this case, to the last time night, my throughput account was logged in here. I was under the, a test company here, port, so that in a minute. So as an Admin of the system, you have the homepage, you'll see what news is relevant there as the home page on. Now let's go under the admin tools of this. You can change customer, so if you want to look at a different customer, you'll have a list here of customers in your site that have access to customer connector. In other words you've given them, sent invitations to them. So under the Admin town we can change customer and I want to get back to my test customer here so that you can look at what your customer's looking at.

01:52 So that's under the Admin Tab. Now there's some additional admin things here but that you typically won't see. But like the last one here and change client system that strictly ours are access. But here's my all. Let me go back to that. Under the about Admin Tab, view portal users by customer. So you can see that this would give you a list of all customer contacts that have been addicts. Get access to the portal, open, important things you can see here. You know the email address, pay last log in date. You know, or if they're pending, so if they're pending, that means they're not good account. Um, and then you can, you can manage them from here. You can manage from, from the customer count as well, but you can remove them because they're not good. They're expired, they didn't create a portal account so that, um, you can use that.

02:53 You can filter by customers while I can see, you know, here's just my Rick Test Company. I have one pending, squeezed that there for now, but that will give you a list of who's using it. I'm on your site, doesn't match. So then under the Admin tab view customer rules, then you can see by refreshing it, you can see what roles that customer has from here. This is controlled at the customer level, but this is just a quick view of what they can do while you're in here. All right? So also under the admin fee, you won't see anything past customer view customer roles, um, on your version of it. So that's, that's administrating it. Um, this is internal and I'm just going to go back to set up users and then you know, you know, there's your user, I want to invite them to the portal.

03:55 So you picked your user portal account in a, show me the whole list of internal users that have account and I created a new account, I picked my username, my user username, security question, answer the email address by that user password and type the password and that would be that users log into customer connector and then they can log in as a user in there just to see what their customers are going to see the interface as far as your customer is going to d, c. So that's, you know, we don't need to cover that multiple times. A couple of other things I need to cover real quickly is to give someone writes to the portal. This is internal, which just gets a little more of a filter there. So we just see that. OK, one more time. All right, so now we're editing down to add portal, add users, portal admin portal edit, knows. And then you know, just managing roles. Who's an Admin who can do this, who can add users, who can do that, save that, and you can manage the roles under that for the roles of who has access to and who can do stuff within customer connector. One other thing I want to point out in customer connector setup, under the notifications

05:25 you will find in the list of notifications,

05:30 there's customer pickup request. All customer, certain customer, you set up multiple cities but there's so that is it will be the pickup request link within it and their nurse also portal feedback and this is where you can set up different feedback groups. If you remember under the customer connector menu feedback, these departments were set up under, so we go to these notifications. You can have accounts receivable, invoicing, you know, and then setting up the standard or vacation from there. That feedback, culture receivable, just feedback, invoicing, feedback management, feedback, production quality. You can have as many as you want. In this case there's no recipients, so it's pretty much worthless notification. We'll get rid of that. And then sales and tech support, technical application and it's just us, you know, putzing with us a little bit to give you an example, but that's how under the feedback link you can set up multiple groups in the portal and then wrestling a Portland management from a customer is, you know, same as it was for the customer and can just see what your customer can see. So that will conclude this video.