Customer users are typically setup to allow customers, vendors, or other 3rd party stakeholders limited access to processes.
To setup a Customer, navigate to Customers in the top menu.
Click + Add a customer.
At this time, you also have the ability to add the Primary Contact for the Customer.
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Once you have setup the Customer, you can add Contacts. Contacts are the individual users of a Customer.
You also have the ability to add the Customer's Logo. You can find more information about that here.
Click + Add a contact and enter the specific details of the Contact.
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Enabling the Customer User
To enable the Contacts as Customer Users, on the main Customers screen, click on Contacts tab, and the Contact you want to enable.
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Click on +Add a customer user
Similar to that of a Staff User, you have the ability to Invite that user by Email or you can manually enable the user and provide a password.
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Process Security
Process security for Customer users is configured per process. To configure process security click on Security.
Customer users can have the following access to the forms in a process:
- Hide all
- Read all
- Edit as a participant, hide if not (they can read or edit a form only if they are a participant)
- Edit as a participant, read if not (they can read or edit a form they are a participant on, read any other form that they are not a participant on)
- Start as a participant, hide if not (start a form and edit any form they are a participant on, but have no access to any other forms)
- Start as a participant, read if not (start a form, and edit any form they are a participant on; read any other form that they are not a participant on)
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You can also configure Customer users and allow them to:
- Change the status level
- Add actions for staff users
- View attached emails