Adding Customers Manually
Here’s a straightforward guide on how to manually add a customer via the crew dashboard:
Step 1: Navigate to Add Customer
Log into the Admin Dashboard.
Go to the 'Customers' tab and select 'Add Customer'.
Step 2: Enter Customer Details
Fill in the necessary customer details. Ensure at least one phone number is provided.
Click 'Create Customer' to add them to your system.
Step 3: Set Up Customer Password
Find the customer you just added by using the Customer Search field at the top of the Admin Dashboard screen. Click through to their Customer Overview
Click 'More Options'
Select 'Edit Details' > 'Reset Password'. This action triggers an email to the customer, allowing them to set their password.
Editing Admin Access Rights
Adjusting admin access rights is crucial for security and operational efficiency. Here’s how to customise access for your team members:
Step 1: Find the Team Member
In the Admin Dashboard, use the search function to find the team member you wish to edit access rights for.
Click 'More Options' next to their name and select 'Edit Roles'.
Step 2: Adjust Access Rights
Highlight the roles you want to assign to the team member. Avoid selecting 'Administrator' & 'Advisor' unless you intend for them to have full system access.
For specific roles you can tailor access according to the team member's specific role. E.g. when adding a delivery driver, only select 'Customer' and 'Driver' roles to limit access accordingly.
Tailor access rights to fit the individual’s role within your organization. This ensures operational security and efficiency.
Conclusion
Manually adding customers and editing admin access rights on the Crew Dashboard are straightforward processes that enhance your platform’s flexibility and security. By carefully managing access, you maintain a secure environment for both your customers and team members. Regularly review these settings to ensure they align with current operational needs and security standards.
Tip: Regular audits of customer accounts and admin access rights help keep your system secure and functional. Set reminders for these reviews to maintain system integrity.
