Customer Connector - Setup

This video focuses on the setup side of Customer Connector.

Video Text

00:04 In this video we're going to go over customer connector and this will be the setup of costumer connector. I will cover a administration and customer usage of it in another video. So first thing under the modules, if you have a link for customer connector that made you have purchased and it was a setup module, we'll use that link in another video here. So the first place to go, once that's there, you'll want to go to a module customer search to get your customer. You know, I'm using my customer. That's all right. So for my customer, a first place we're going to stop is under contact. And you know I have my contacts here in your list of contacts here. What I need for a contact for viable for customer connector is an email address and I'll point this out a couple of times. Want email address one site access to customer connector.

00:57 We control it by their user that not by the contact name but by the email address. So you cannot use the same email address for a customer to give them different customer connector access. Um, if it is an active portal user, this check box will be checked here. So we'll get into that just shortly. How to do that. All right, so let's move over to the customer connector tab itself. And this is the configuration of customer connector costs for conductors is rights controlled, your allow access, allow access for let's, that's important that you allow it. Allow search, you know, you choose what you allowed here and each one astros here, my example, our default setting. So in other words, why don't you set this up for a customer. You can save these, you know, this is the settings you want basically for everybody to start with.

01:54 You can do save as default, it'll save it. And then, um, you know, you can also reset to default as well. In other words, if you change your customers, you know, if I allow file share for this customer, it's outside of the standard connections, but this customer I want to open a little, I can do that, save it and it's just for that customer in. And you'll see that is not a default setting so far. Reset defaults just to, through resetting the false that on clicks save it and this customer's access is set until you edited it. Other things on a page here I want to point out is you'll notice I have a pending, uh, contacted. Been invited. A user is not accessed. Create an account. This expired in 2016. He's these invitations to customer connectors are set for two weeks expiration. If they don't log in by then it will be an inactive account.

02:53 They won't be able to log in. I'm going down the page. There's portal news. This is portal news at the customer level, so if we want to add news, you'd be able to start date, end date titles. We'll just give this a test so you can see what it looks like when we get logged in and then we're testing knows you can set this to, to not to audit a lead if you use the start and end dates. So we'll give it a start date, but I'm not giving it an end-date. If I gave it an end date and did not click auto delete, it would just thought a bleed it after the end date, so I'm just gonna leave this active at all times. Insert that. And then there's also by default reports that they can become available on the portal and these would be reports in your system.

03:37 There's an open invoice report and there was an open orders report and that would be the same report you use for open invoices that are open orders and that is the customer level and they do need the role to see them and will chick flick that law reports. And I want to save that as a default. So I just click it, save it, and away it goes. OK? So the next stage of this is inviting a contact, but you have this set up. You can come in contacts, select your contact, and right up above here you can invite to portal click link and it'll give you a very cryptic email here. Um, if you want a preview, the, you know, you can set an expiration date. We're setting it by two weeks by default. Um, you can put carbon copies, replied to is if you want, and then you want to preview the message.

04:30 This is our standard message that they will see. So this is what they'll see in an email so that the send, you know, contact Jackson Browne has been invited to the portal that you did have under that. By the way, I should mention that you can put in a more personal messages if you want it just, you know, text fields and within the message so that you can have a more personalized message to that customer. All right, so once that is sent out, you have you set it up with access, you've invited, I'm a user through the portal and this will will cover how that user uses this in another video. The other thing you'll want to set up is under your setup users this and this will be setting it up to give users administration accounts. I'm gonna find my director of happiness user here and go to my portal account and I'll use a different color, but I could add, I can create one here.

05:36 I picked my user, there's email address, username, password, all that stuff you can, when you're setting this up internally, you can set it up for users to have access to it. You set up their username. I, if I'm doing this from blue streak, of course I'm going to give them the same username, same passwords they have in the system just for ease. Just cancel that for now. I don't need to add another user here. So that's how you get set up your own users to access the portal. So we'll kind of that get on a user's. So Oh, thing to point out if a user forgets their portal access account, you'll come into the portal account, deleted in re, you know, delete it. If you can't figure out the password deleted and I'm re at it is the easiest way. If they can't use the reset password feature that's available, but that's um, that's an option under that. It's just easiest to delete the account and re additive. If an internal user or customer contact forgets their account log in. One other item I forgot to mention, it's under setup communication. There is portal news set up, communication portal news. This is all portal users. Every account will have this news item here, so there's an. There's like like a a customer level coral news. This is what shows up on a page, but this just shows up for everybody versus what shows up just for that customer. So let me conclude this video.