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How do I grant the customer contact access to CleanManager?

How do I grant customers access to CleanManager?

If you want your customer contacts to have easy access to information, such as the schedule for planned tasks, you can provide them with a login to CleanManager.

The administrator and supervisors can grant access to customer contacts, who will then be able to view data stored about them in the system, e.g. address and phone number, as well as their calendar.

NOTE:

Supervisors can only grant access to customer contacts in their assigned areas. For more information regarding this, go to Company Structure.

 

In this article, you will learn how to grant customer contacts access to CleanManager:

 

 

 

This is how you can grant a customer contact access

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In the menu, go to Customers > Customer list

 

Click on Edit access for contact person Hængelås - Lukket.png

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Click on Grant access to the contact person

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Click on Accept

 

After clicking Accept, the contact person will receive an e-mail with their login details.

The login details will be sent to the e-mail address listed for the contact person in the customer data.

Enter a different e-mail address if you wish to send the login details elsewhere.

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This is how you can grant a customer contact access while editing the customer

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In the menu, go to Customers > Customer list

 

Click on Edit customer rediger.png

 

Tick off the box Grant access to CleanManager to contact person

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This is how you revoke the customer contact's access

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In the menu, go to Customers > Customer list

 

Click on Edit access for contact person Hængelås - Åben.png

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Then, click on Revoke access

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An e-mail will be sent to the e-mail address listed for the contact person in the customer data to notify them of the change.

 

Click on Accept to revoke the access and send the e-mail

 

 

INFO:

If you do not want to notify the customer contact, simply leave the field empty.

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This is how you generate a new password for the customer contact

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In the menu, go to Customers > Customer list

 
Click on Edit access for contact person Hængelås - Lukket.png

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Then, click on Generate new password

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An e-mail will be sent to the e-mail address listed for the contact person in the customer data with the new password. Enter a different e-mail address if you wish to send the password elsewhere

 

Finally, click on Accept

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