Account Representative access to the Customer Web Portal is controlled by the Web User Setup within the MoversSuite Administration (Web).   Personnel records with a defined Web User Setup will be able to view orders defined under their Default Branch and will be able to create leads based on the selected Profile.

 

Prior to creating user records, please be aware of the following:

•      It is generally assumed that Account Representatives are not MoversSuite users and/or employees of the organization.

•      Customer Web Portal users do not necessarily have to be defined as MoversSuite users and will not require a User Setup definition,

•      User access is not limited to an individual.  A record can be set up to provide generic company-wide access or for a particular group of individuals; these users (Account Representatives) would all share the same username and password along with accessing the same set of orders (as defined by the Default Branch setting).

•      Records created within Personnel Setup for the Customer Web Portal grant access based on a particular branch of service.  Account Representatives will be able to create order request based on the Default Branch assigned to them.

•      The Profile setting references a Task Definition record that defines what orders are available to the Customer Web Portal users.  If customer-specific task records are needed, then they must be defined first within the Task Definition Setup (as described within the Creating Customer Web Portal Profiles section).

 

Use the procedure below to create user access records for a company accounts.  Each record can be used by an individual or a group of individuals to gain access to the Customer Web Portal.

 

Creating a Customer Web Portal User

Note: This procedure should be considered a best practice for granting access by external entities to the Customer Web Portal.  Any user defined with a Web User Setup can access the Customer Web Portal.

1.   Access MoversSuite Administration (Web),

2.   Open User Setup > Personnel,

3.   Press New,

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

5.   Enter Employee # in 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.  This will be the branch used when Account Representatives create order requests (leads) in the Customer Web Portal.  Note:  The Profile setting determines which accounts are visible to the Account Representatives,

9.   Open the Contact tab,

10.  Enter the Email of moving company representative that will receive an email notification when an Account Representative generates a new order request through the Customer Web Portal,

11.  Open the Web User Setup tab,

12.  Enter a Username and Password for the user.  This information will need to be supplied to the Account Representative along with the URL of the Customer Web Portal for login access,

13.  Select a Profile from the available list as defined within MoversSuite Administration (Web) > Common > Task Setup for the particular company that is being represented.  The Profile will allow Account Representatives to view orders assigned to the particular Profile (Task Definition).  Refer to the Creating Customer Web Portal Profiles topic for more information.

Notes:

The Profile will also define the search variables present when the User Type is Electronics or Special Commodities.

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

14.  Select a User Type as either 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.  For example, users will be able search by Date Type and Date Range, Customer’s Last Name, or Order Number for the Household Goods User Type.  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 Product Group (as defined by the User Type), Date (choice of Load, Delivery, Start, or Book Date) and Date Range, and/or Search by value on (Customer, Serial or Model Number).
Household Goods	Users will be able search by Date Type and Date Range, Customer’s Last Name, or Order Number.
Special Commodities	Users will be able to search on Company Roll Out (Task Group associated to the selected Profile), Date Range, Store Name, Store Number, Job Number, Mall Name, and/or Order Number.

 

15.  Enter a Company Name (up to 12 characters) for the company that will be logging into the Customer Web Portal.  This name will also appear within the Customer Web Portal, as well.

16.  Press Save to add the user,

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