Customer web users

Customer web users are logins for your customers on Customer Web, where they can, for example, place their own orders. They are separate from your own staff (see Users).

Each customer web user is given access to one or more customers, with its own permissions for each.

How to open Customer web users

Open Settings → Customer web → Users.

The table lists each user’s Name, Phone, Email and the Customers they have access to.

How to create a customer web user

You create the account directly — there’s no invitation email. You set the password yourself and pass it on to the user.

1. Open Settings → Customer web → Users.
2. Click New user.
3. Under User details, fill in First Name, Last Name, Phone, Email, Password and Confirm Password.
4. Under Access to customers, click Add access to customer, search for the customer, and tick the permissions the user should have for that customer (see below). Click Save under the permissions. Repeat for each customer.
5. Click Save at the bottom of the panel.

Permissions per customer

How to edit a customer web user

1. Click the user’s row. The Edit user panel opens.
2. Change their details, or open a customer under Access to customers to change its permissions or Delete that customer’s access.
3. To set a new password, click Reset password and enter it twice. If you leave the password alone, it stays as it is.
4. Click Save.

How to delete a customer web user

1. Click the user’s row.
2. Click Delete and confirm. This can’t be undone.

What’s next

• For the customer records themselves, see Customers.
• For your own staff’s logins, see Users.