Customer Login

The Idea behind it

With a customer login, customers get access to their own back office application, which provides them with additional functionality.

It allows customers to:

• monitor and manage all their devices and service cases in one place.
• access all their devices and service cases without having to scan multiple codes.
• analyze performance indicators and other statistics on the dashboard.
• manage their employees.

How to set up a Customer Login

Create a Corporate Customer
Note: The Customer Login feature is only available for corporate customers.
Learn how to create a corporate customer by reading the article "How to add new Customers" (article).

Invite Users

1. Select CUSTOMERS from the side menu.
2. Select a customer.
3. Click on the Invitations tab (picture).
4. Click + ADD INVITATION (picture).
5. Enter first name, last name, email address, preferred user language, and user role (member, moderator, administrator).
6. Click + Create (picture).

Repeat for each user of this customer.

Important Information

• Roles: Please ensure that you are familiar with the permissions and limitations of each role before inviting users to the customer login (article).
• For customers who are not independent but are managed by your organization, we recommend assigning only the roles of moderator and member.
• Customers with the administrator role can also create new users. These users do not appear as invitations in your organization.
• If you delete invitations, the users are also deleted from their organizations.
• Customers can only see their devices, tickets, and video sessions.
• Customers do not have access to templates.
• By default, customers receive all notifications about the codes, devices, tickets, video sessions, etc. for which their company is in the role of the customer. This feature can be turned on/off in each user's personal settings (picture).
• Customers can become independent organizations.