MoversSuite provides a separate web-based application designed to allow limited access to move information and the ability for some users to create leads. The application is accessed through any web browser and allows for two user types: Transferees and Account Representatives.
Transferees require no setup and can access move information for a single order by supplying an Order Number and Last Name. Transferees cannot create leads.
Account Representatives will need to be set up to access move information and create leads for a particular company. The setup involves creating company profiles using Task Definitions and rollout groups and creating user access records that include defining the login credentials for the Account Representatives.
The Customer Web Portal is an optional module that will need to be deployed to an organization’s application server once purchased. Once a available, the following setup will be needed to make the Customer Web Portal functional:
1. Define Customer Web Portal global file settings. These are the general settings that apply to all users of the Customer Web Portal.
2. Create company-specific profiles (Task Definition records) that will be used to create and identify orders unique to a company.
3. Create user records (Personnel records) for Account Representatives to access the Customer Web Portal. The user can be based on a company (group of individuals sharing the same username and password) or individual (individual users with unique usernames and passwords).
Customer Web Portal Global Settings