This article will show you how to create a Customer Staff member. Furthermore, customer staff will be those people working inside the companies you are servicing.
Quick Reference Video Summary
There are two ways in which customer staff can be created:
- Customer Staff can be created at the same time a New Customer Company is created, using the Save & Add Staff option. Once you have created the Customer > Staff screen, you will see the option to Add New Staff.
- Customer staff members can also be added once a Customer Company is already created and saved by scrolling to the bottom of a Customer Company Profile and clicking the Add New Staff button.
You will be able to set up their login and contact details, as well as set some system settings and permissions for them.
There are a few things you can define once you create your customer staff:
- Any Customer Staff added here will show up at the bottom of a Customer Company's profile in the Staff List.
- Edits can be made to the Staff Member directly from the Company Profile.
- User Allowed Customer Access. will allow the customer staff to see shipments that were created by other customer staff members in the Customer Portal. If the setting is unchecked, they will only be able to see shipments that they create.
Notifications can be managed in the Notification Settings section
- Collections Notice - This allows the staff member to get automated collections notifications for past due invoices
- Invoice Notification - When this setting is active, the customer staff will receive a copy of the invoice on Invoice Delivery.
***Note: You can set an invoice email at the Org Level and staff level; each email added in the respective field will get a copy of the invoice whenever it is created and sent. The invoice delivery method should be set preferably at the Company Staff level***
- Shipment Status Change - This setting will send an email to the user for every status change on a shipment.