Customer Login

Introduction

The Customer Login module enables corporate customers to access their own Back Office, providing them with additional functionality for managing their devices, service cases, and employees. This feature offers a structured and efficient way for customers to interact with the platform, reducing the need for repeated QR code scans and improving service management.

---

Key Features of the Customer Login

By enabling Customer Login, corporate customers gain access to:

• Centralized Device & Service Management: Monitor and manage all devices and service cases in one place.
• Simplified Access: View all relevant devices and cases without scanning multiple codes.
• Data Insights: Analyze performance indicators and statistics via the customer-specific Dashboard.
• Employee Management: Invite and manage customer login users (employees of a customer) with designated roles and permissions.

---

How to Set Up a Customer Login

1. Create a Corporate Customer

The Customer Login feature is only available for Corporate Customers.

Note: To learn how to create a corporate customer, read the article How to Add New Customers (article).

2. Invite Users

To grant customer login access, follow these steps:

1. Navigate to CUSTOMERS in the side menu.
2. Select the corporate customer.
3. Open the Invitations Tab (picture).
4. Click + ADD INVITATION (picture).
5. Enter the following details:
   • First name & Last name
   • Email address
   • Preferred language
   • User role (Member, Moderator, or Administrator)
6. Click + CREATE (picture).
7. Repeat the process for additional users.

Once invited, users receive an email with login credentials to access the Customer Login.

---

User Roles & Permissions

Before inviting users, ensure you understand the permissions associated with each role.

• Administrator: Has full access to customer data, can invite users, and manage all settings.
• Moderator: Can manage tickets, video sessions, and customer devices but cannot configure settings.
• Member: Has limited access, typically for viewing and interacting with service cases.

Note: For more details, read the article Employee Roles (article).

Recommendations:

• If a customer is managed by your organization, assign only Moderator or Member roles.
• Administrators can invite and manage additional users within their own organization.
• Deleting an invitation also removes the user from the customer’s organization.

---

Important Notes

• Limited Access: Customer login users can only view and manage their own devices, tickets, and video sessions.
• No Template Access: Customers do not have access to templates.
• Notifications: By default, customer login users receive notifications for all devices, tickets, and video sessions where their company is assigned as the customer. This setting can be adjusted in their personal settings. (picture)
• Customers Can Become Independent: If necessary, a customer login user can transition into an independent organization.