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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:



 

 

This is how you add a file to a customer

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In the menu, go to Customers > Customer list

 

Then, click on View resources Ressourcer.png

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Click on Add file

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Select the File by browsing your device

 

 

NOTE:

Approved file types: .pdf, .doc, .docx, .xls, .xlsx, .odt, .ods, .txt, .png, .gif, .jpg

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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.

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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 tilføj.png 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

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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.

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Set up permissions for Employees

 

You can choose between the following:

  • Cannot view the file
  • Can view the file
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Set up permissions for Customers

 

You can choose between the following:

  • Cannot view the file
  • Can view the file
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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

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In the menu, go to Customers > Customer list

 

Then, click on View resources Ressourcer.png

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Click on Add hyperlink

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Enter the link to the Website

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Enter a Name

 

This is the name for the hyperlink that will be displayed to the supervisors, employees, and/or customers

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Select a Hyperlink category

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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
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Set up permissions for Employees

 

You can choose between the following:

  • Cannot view the hyperlink
  • Can view the hyperlink
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Set up permissions for Customers

 

You can choose between the following:

  • Cannot view the hyperlink
  • Can view the hyperlink
2.8.png
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Enter a comment to the hyperlink (optional)

 

Finally, click on Add Hyperlink

2.9.png

 

 

 

 

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

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In the menu, go to Customers > Customer list

 

Click on View resources Ressourcer.png

 

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

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In the menu, go to Customers > Customer list
 
Then, click on View resources Ressourcer.png

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Click on Edit rediger.png

 

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

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In the menu, go to Customers > Customer list

 

Then, click on View resources Ressourcer.png

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Click on Remove Slet.png

 

Thereafter, click on Accept

 

 

 

NOTE:

The resource will be deleted permanently and cannot be restored.

5.2.png

 

 

 

 

This is how you specify which resources the employee can view

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In the menu, go to Customers > Customer list

 

Then, click on View resources Ressourcer.png

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Find the relevant attachment

 

Click on Edit rediger.png

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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

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