The Service Provider can create new Customers and update existing ones on the Claritum system. The Customers will then be available for selection in Project workflows.
From the main menu, select Customers.
The Customers page opens.
On the Customers page, click the New Customer button.
The New Customer > Details page opens.
Details
On the Details page, complete the required fields and click Save.
New Customer Details
Addresses
On the Addresses tab, click the Add address button.
- Enter the address details and click Save.
The saved address(es) display.
Users
This is where the Service Provider can create / edit Customer Users, that is, Claritum system users within the Customer organisation.
Create a New User
- On the Users tab, click the New User button.
The Details page displays. On the Details page, complete the required fields and click Save.
New Customer Details
The only mandatory fields are Email and Address. The other fields are to be completed at the discretion of the Service Provider. Some fields will be useful to one Service Provider, but not another. Fields can be easily edited after a Customer is created.- On the Notes page enter any additional information about the Customer User that isn't captured in the Details and Permissions fields.
On the Permissions page set the users permissions.
<<Need to change screenshot when Jobbags changed>>
<<Need guidance on what each permission means>>- asd