How do I grant the customer contact access to CleanManager?

How do I grant customers access to CleanManager?

If you want your customer contacts to have easy access to information, such as the schedule for planned tasks, you can provide them with a login to CleanManager.

The administrator and supervisors can grant access to customer contacts, who will then be able to view data stored about them in the system, e.g. address and phone number, as well as their calendar.

NOTE:

Supervisors can only grant access to customer contacts in their assigned areas. For more information regarding this, go to Company Structure.

In this article, you will learn how to grant customer contacts access to CleanManager:

• How can I grant a customer contact access?
• How can I grant a customer contact access while editing the customer data?
• How do I revoke a customer contact's access?
• How do I generate a new password for the contact person?

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This is how you can grant a customer contact access

	In the menu, go to Customers > Customer list
	Click on Edit access for contact person
	Click on Grant access to the contact person
	Click on Accept
	After clicking Accept, the contact person will receive an e-mail with their login details. The login details will be sent to the e-mail address listed for the contact person in the customer data. Enter a different e-mail address if you wish to send the login details elsewhere.

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This is how you can grant a customer contact access while editing the customer

	In the menu, go to Customers > Customer list
	Click on Edit customer
	Tick off the box Grant access to CleanManager to contact person

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This is how you revoke the customer contact's access

	In the menu, go to Customers > Customer list
	Click on Edit access for contact person
	Then, click on Revoke access
	An e-mail will be sent to the e-mail address listed for the contact person in the customer data to notify them of the change.
	Click on Accept to revoke the access and send the e-mail
	INFO: If you do not want to notify the customer contact, simply leave the field empty.

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This is how you generate a new password for the customer contact

	In the menu, go to Customers > Customer list
	Click on Edit access for contact person
	Then, click on Generate new password
	An e-mail will be sent to the e-mail address listed for the contact person in the customer data with the new password. Enter a different e-mail address if you wish to send the password elsewhere
	Finally, click on Accept