Attaching files and hyperlinks to a customer

How do I attach and see resources for a customer?

In CleanManager, you can attach files and/or hyperlinks to individual customers, and these are called resources. Resources can be added, edited and deleted by the administrator and supervisors.

When adding a resource, you can among other things decide whether an employee should have access to the information or not.

NOTE:

Supervisors can only add, edit, and delete resources for customers within the supervisor's assigned customer areas. For more information regarding this, go to Company Structure.

In this article, you will learn how to add, edit and delete resources for a customer:

• How do I add a file to a customer?
• How do I add hyperlinks to a customer?
• How can I see which attachments have been uploaded to a customer?
• How do I edit resources?
• How do I delete resources?
• How do I specify which resources an employee is allowed to see?

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This is how you add a file to a customer

	In the menu, go to Customers > Customer list
	Then, click on View resources
	Click on Add file
	Select the File by browsing your device
	NOTE: Approved file types: .pdf, .doc, .docx, .xls, .xlsx, .odt, .ods, .txt, .png, .gif, .jpg
	Enter a file name
	The file name is filled out automatically based on the name of the uploaded file. However, you can change the name if you want to.
	Select a File category
	You can choose between existing file categories or create a new one
	File categories can be created by clicking on Add next to the field, or by going to Settings > Resource categories. You can read more about that in the following article: Creating resource categories
	NOTE: Supervisors can create new file categories when they add or edit resources. However, only the administrator can create, edit and delete file categories by going to Settings > Resource categories
	Set up permissions for Supervisors
	You can choose between the following: Cannot view the file Can view the file Can view, edit and delete the file
	NOTE: The administrator can set up permissions for both supervisors and employees. Supervisors can only set up permissions for employees.
	Set up permissions for Employees
	You can choose between the following: Cannot view the file Can view the file
	Set up permissions for Customers
	You can choose between the following: Cannot view the file Can view the file
	Enter a comment to the file (optional)
	Finally, click on Add file

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This is how you add a hyperlink to a customer

	In the menu, go to Customers > Customer list
	Then, click on View resources
	Click on Add hyperlink
	Enter the link to the Website
	Enter a Name
	This is the name for the hyperlink that will be displayed to the supervisors, employees, and/or customers
	Select a Hyperlink category
	Set up permissions for Supervisors
	You can choose between the following: Cannot view the hyperlink Can view the hyperlink Can view, edit and delete the hyperlink
	Set up permissions for Employees
	You can choose between the following: Cannot view the hyperlink Can view the hyperlink
	Set up permissions for Customers
	You can choose between the following: Cannot view the hyperlink Can view the hyperlink
	Enter a comment to the hyperlink (optional)
	Finally, click on Add Hyperlink

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This is how you can see which attachments have been added to the customer

	In the menu, go to Customers > Customer list
	Click on View resources
	You will then see an overview of all resources added to the customer

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This is how you can edit resources that have been attached to a customer

	In the menu, go to Customers > Customer list
	Then, click on View resources
	Click on Edit
	Thereafter, you can edit the attachment and finish by saving

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This is how you delete resources that have been attached to a customer

	In the menu, go to Customers > Customer list
	Then, click on View resources
	Click on Remove
	Thereafter, click on Accept
	NOTE: The resource will be deleted permanently and cannot be restored.

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This is how you specify which resources the employee can view

	In the menu, go to Customers > Customer list
	Then, click on View resources
	Find the relevant attachment
	Click on Edit
	This is where you determine permissions in regard to who can or cannot view the attachment
	You can set up permissions for the following: Supervisors Employees Customers
	Finish by clicking on Save