Customers, Outlets and Users

With the Customers, Outlets and Users functionality enabled, this lets you build and manage a database of your customers, so you can:

• Maintain a record of your customers, their outlets, and the customer users associated with the outlets.

• Associate customers to your Brandgility users for them to manage customer relationships (My Customers)

• Allow the customer, outlet and user details to be available during configuration to populate a design.

• Allow the customer, outlet and user details to be passed to the cart, so that finished output can be delivered to their address or sent to their email account.

Note: Contact Elateral to enable this module for you.

Assigning the Administrate Customer, Outlet and User permissions

Access to the management of the customer, outlet and user's database is set via various permissions on a role.

To allow an administrator to manage the customer, outlet and user's database, set the following permissions:

1. From the My Account menu, select Manage Roles.

2. Select for the Role that you want to edit.

3. Select Permissions.

4. In the Administrate Customers section, set the permissions as required:

   • Check the Manage Customers, Outlets and Users permission to enable access to the option "Manage Customers, Outlets and Users" to view the customer database with this Role.

   • Check Manage Customers to allow this Role to add, edit and delete Customers (this includes assigning customers to a Brandgility user).

   • Check Manage Outlets to allow this Role to add, edit and delete individual Outlets.

   • Check Manage Users to allow this Role to add, edit and delete individual Users of a Customer/Outlet.

Assigning the User level administration permissions within My Customers

To allow a Brandgility user to manage their assigned customers, outlets and users from the customer database (My Customers), set the following permissions:

1. From the My Account menu, select Manage Roles.

2. Select for the Role that you want to edit.

3. Select Permissions.

4. In the My Customers section, set the permissions as required:

   • Check Manage My Outlets to allow users with this Role to add, edit and delete individual Outlets of customers assigned to them.

   • Check Manage My Users to allow users with this Role to add, edit and delete individual Users of customers assigned to them.

Assigning the User level Customer self-assignment permission

To allow a Brandgility user to self-assign customers to their customer database (My Customers), set the following permissions:

1. From the My Account menu, select Manage Roles.

2. Select for the Role that you want to edit.

3. Select Permissions.

4. In the My Customers section, set the permissions as required:

   • Check Can Self Assign Customer to allow users with this Role to assign any customers to their account (My Customers).

Manage Customer Settings

If you have the appropriate permission, then the Manage Customer Settings option is available via My Account. Customer settings must be configured correctly so that Brandgility can send an invite email when a new customer user is added.

Before adding a new customer user, configure the following settings:

1. From the My Account menu, select Manage Customer Settings.

2. From the drop-down lists, configure the following settings:

   • SSO Profile

   • Customer Admin Roles

   • Customer User Roles

3. Select the Default Country.

4. From the Customer Admin Defaulted drop-down list, select one of the following options:

• Select Yes if you want to make all new Customer Users admins by default.

• Select No if you want to set the admin permission when adding a new Customer User.

Note: Customer Admin Users can add other users into their Outlet.

5. When all details have been entered, select Save in the top right-hand corner.

Manage Customers, Outlets and Users

If you have the appropriate permission, then the Manage Customers, Outlets and Users option is available via My Account.

Managing Customers

If you have the appropriate permission to manage customers, then the Add Customer button, plus the Edit and the delete customer icons will be visible. To add a new Customer:

1. Select Add Customer.

2. The add customer fly-out appears.

3. In the Details section, add the required name and address information. You can upload the Customer's logo.

4. To assign a customer to a Brandgility user, select the System Users section. Select the Brandgility user(s) to be associated to the customer.

5. When all details have been entered, select Add in the top right-hand corner.

To edit an existing Customer:

1. Select for the Customer that you want to edit.

2. The edit customer fly-out appears

3. Make the required changes to the details or the System users.

4. When all changes have been made, select OK in the top right-hand corner.

To delete a Customer:

1. Select for the Customer that you want to delete.

2. Select Yes to confirm the delete.

Managing Outlets

If you have the appropriate permission to manage outlets, then the Add Outlet button, plus the Edit and the delete outlet icons will be visible. To add a new Outlet:

1. Select Add Outlet for the required Customer.

2. The add outlet fly-out appears.

3. Add the required address information.

4. When all details have been entered, select Add in the top right-hand corner.

To edit an existing Outlet:

1. Select for the Customer whose Outlet you want to edit.

2. Select for the Outlet that you want to edit.

3. The edit outlet fly-out appears.

4. Make the required changes to the address information.

5. When all changes have been made, select OK in the top right-hand corner.

To delete an Outlet:

1. Select for the Customer whose Outlet you want to delete.

2. Select for the Outlet that you want to delete.

3. Select Yes to confirm the delete.

Managing Users of a Customer/Outlet

If you have the appropriate permission to manage users, then the Add User button, plus the Edit and the delete user icons will be visible. To add a new User for a Customer/Outlet:

1. Select for the Customer to which you want to add a new User.

2. Select Add User on the Outlet to which you want to add a new User.

3. The Add User fly-out appears.

4. Add the user's details.

5. From the Admin Permission drop-down list, select one of the following options:

   • Select Yes if you want to make the User an admin.

   • Select No if you do not want to make the User an admin.

Note: If you cannot see the Admin Permission drop-down list, then all Users are added as admins by default.

6. When all details have been entered, select Add in the top right-hand corner.

To edit an existing User for a Customer:

1. Select for the Customer whose User you want to edit.

2. Select for the Outlet whose Users you want to edit.

3. Select for the User that you want to edit.

4. The edit user fly-out appears.

5. Make the required changes.

6. When all changes have been made, select OK in the top right-hand corner.

To delete a User:

1. Select for the Customer whose Users you want to delete.

2. Select for the Outlet whose Users you want to delete.

3. Select for the User that you want to delete.

4. Select Yes to confirm the delete.

Assigning a Customer to a Brandgility user

When a customer is assigned to a Brandgility user, then the customer, their outlets and users are visible via the My Account > My Customers option.

To assign a Customer to a Brandgility user:

1. From the My Account menu, select Manage Customers, Outlets and Users.

2. Select for the Customer you want to assign to a Brandgility user.

3. On the left-hand side, select System Users.

4. Select +.

5. Select the required Brandgility users.

6. Confirm your selection by clicking Select > OK in the top right-hand corner. The Customer is now assigned to the selected Brandgility users and visible in My Account > My Customers.