MoversSuite Administration (web) > User Setup > Personnel

 

Account representative login credentials and data access for the Customer Web Portal is defined within the MoversSuite Administration (web).   The Personnel setup establishes Customer Web Portal users and grants these users the ability to view orders and create lead based on a predefined profile.

 

Any user with a Web User Setup definition can access the Customer Web Portal by supplying the correct login credentials.   Also, more than one user can reference the same Web User Setup login; allowing for one setup to be used by a group of users.  Items to consider when creating Customer Web Portal users include the following:

•      Customer Web Portal users are generally consider to be individuals from outside the organization.  Account representatives a generally considered to be non-MoversSuite users nor employees of the organization

•      User Setup is not required to access the Customer Web Portal

•      User access is not limited to an individual.  A record can be setup to provide company or group wide access; these users would all share the same username and password

•      New order requests created through the Customer Web Portal are based on the Default Branch of the Personnel record

•      The Profile setting determines what orders are accessible to the user

 

Creating a Customer Web Portal User

This procedure should be considered a best practice for granting access by external entities to the Customer Web Portal. 

1.   Access MoversSuite Administration (web),

2.   Open User Setup > Personnel,

3.   Press New,

Figure 32: Personnel Setup

4.   Enter a First and Last Name to identify the web client,

5.   Enter Employee # in a suggested format of “webNNNN” where NNNN represent a numeric sequence for easy identification,

6.   Select a Status from the available list.  This field is required for Employee setup but can be any value for general access to the Customer Web Portal,

7.   Select a Labor Type from the available list.  This field is required for Employee setup but can be any value for general access to the Customer Web Portal.  MoversSuite provides a type of Web User that can be selected to readily identify the use of the record,

8.   Set the Default Branch to base new leads created through the New Order option in the Customer Web Portal on,

9.   Open the Contact tab,

Figure 33: Email setting in Personnel setup

10.  Enter the Email of moving company representative that will receive an email notification when an account representative generates a new household goods order request through the Customer Web Portal.    Notes generated through the portal will also copy the note message to this email address.

Note:  Users will receive an error when attempting to submit a new order and they have no email defined here.

Note:  Coordinators assigned to orders accessed through the Customer Web Portal will need to have an email address set for them as well.  This email address entered for coordinators will be used to receive notes generated within the Customer Web Portal.

11.  Open the Web User Setup tab,

Figure 34: Web User Setup

12.  Enter a Username and Password for the user.  This information will need to be supplied to the account representative(s) along with the URL of the Customer Web Portal for login access,

13.  Select a Profile from the available list.  The Profile defines which orders the account representative can access through the Customer Web Portal.  Only orders with a MoversSuite > Name, Address, Phone > Task Definition matching the selected profile will be viewed by the user.  See the Tasks Setup and Administration for information on defining the Task Definition Name.

Note:  

Login Count indicates the number of times this user has accessed the Customer Web Portal.

Tip:

Task Definition records will need to be setup to represent a particular account.  Doing so would provide a means of restricting access of account representatives to account-specific orders.

14.  Select a User Type as Electronics, Household Goods, or Special Commodities.  The User Type defines the type of search options that are available to the account representative as well as the format of the retrieved data.  MoversSuite recommends consideration be taken in selecting the correct User Type to go with the selected Profile,

Web User Type	Description
Electronics	Users will be able to search by and view orders associated to an electronics move. Refer to Electronics Search for details.
Household Goods	Users will be able to search by and view orders associated to an household goods move. Refer to Household Goods Search for details.
Special Commodities	Users will be able to search by and view orders associated to an special commodities move. Refer to Special Commodities Search for details.

Note: Product group and company roll out options are based on the Task Group list associated to the selected Profile for the user as defined within the Task Setup.

15.  Enter a Company Name (up to 12 characters) of the company account that will be accessing data through the portal. The Company Name will appear on most pages account representatives will access,

16.  Press Save to add the user,

17.  Repeat Steps 3 through 16 to add other Customer Web Portal users.