If you have your settings configured to NOT send emails to customers telling them about their logins then follow this process to create a customer and to give them a login:
- Log in to the Onsight web console at https://sales.onsightapp.com/.
- First we have to create the customer record.
- Click on ‘Customers’ from the left-hand side menu.
- You will see a list of all of your existing customers.
- To add a new customer, click on ‘Add customer’.
- Fill in the customer’s information in the fields provided.
- ‘Company Name’ and ‘Allocated To’ are required fields.
- Choose ‘No’ for ‘Allow Login’.
- You can add a ‘Contact’ person on the Contacts tab and it does not have to be the person who will be logging in. It can be someone else’s details.
- Click on the ‘Save’ button.
- You will be taken back to the screen that lists all the customers.
- Next you have to create the login for the customer and create a password for them.
- Click ‘Settings’ from the left-hand side menu.
- Click on the ‘Users’ menu item.
- Click on the ‘Add User’ button in the top right-hand corner of the screen.
- Change ‘Is customer login’ to ‘Yes’.
- In the ‘For Customer’ field, type the first few letters of the customer that you just created. Choose the customer.
- You need to fill in a name and email address for the new user. This is the email address that the customer will use to log in with.
- Since you are not sending out automated emails to customers with their login details, you need to fill in a password for the user and contact the user yourself with the login details.
- Click on the ‘Save’ button.
- You now have a customer record as well as a login for the customer.
For security reasons, it is better to enable the automated emails that gives customers their login details. They can then choose their own password. To enable this option:
- Log in to the Onsight web console at https://sales.onsightapp.com/.
- Click on ‘Settings’ from the left-hand side menu.
- Click on the ‘Configuration’ menu item.
- Click the ‘Edit’ button.
- Click on the ‘Customer Emails’ tab.
- Enable the ‘Send Customer Invite Emails?’ option so that notification emails automatically go out to your customers.
- Fill in a ‘Sender Email Address’ and ‘Reply-To Email Address’ for the emails that your customers will receive.
- Use the ‘Email Message’ field to customise the message that they will receive.
- Click the ‘Save’ button.
If you do activate that feature, then your process for creating a customer and a login becomes shorter. Now you only have to do this:
- Log in to the Onsight web console at https://sales.onsightapp.com/.
- First we have to create the customer record.
- Click on ‘Customers’ from the left-hand side menu.
- You will see a list of all of your existing customers.
- To add a new customer, click on ‘Add customer’.
- Fill in the customer’s information in the fields provided.
- ‘Company Name’ and ‘Allocated To’ are required fields.
- Choose ‘Yes’ for ‘Allow Login’.
- Fill in a ‘Login Email Address’. This is the email address that the customer will use to log in with.
- You can add a ‘Contact’ person on the Contacts tab and it does not have to be the person who will be logging in. It can be someone else’s details.
- Click on the ‘Save’ button.
- You now have a customer record as well as a login for the customer. The customer will get an email telling them how to log in.