Customers

What is it for?

This area is used to register, edit or delete your client's employees so that they can have access to Taskier.

Why does it need to be done?

It is an optional procedure, your company can decide if it wants customers to make requests, follow the activities via the system or receive notifications about the progress of the demand via e-mail.

Who should do?

This action must be performed by the contracting user of the platform or by users he defines who can access this resource through new access profiles.

When should it be done?

When the company decides it would like to give customers access to the Taskier platform so they can place requests and track the progress of projects.

Where should it be done? ⦁    Menu → Management → Customers → Add customer

To register, we need the full name of our customer's employee, an email, a password, password confirmation, language, time zone, the organization that this customer belongs to and the access profile.

Once everything is filled in, just click on register to complete your client's registration.

Once the customer registration is completed, an email will be sent to the email address provided. For the account to be active, the user must verify the email address by clicking on this button

If this verification has not yet been carried out, on the first access to the platform, this message will be displayed, informing the need to verify the e-mail. To resend the email, simply click the 'resend verification code' button.

 

After confirmation, the user must read Taskier's privacy policy and terms of use, if he agrees, check the box 'I have read and I agree with the terms of use and privacy policy' and click on 'save and access Taskier' that your access to our platform will be released.

In this tutorial it was presented how to configure clients, if you still have any questions please contact our support via email [email protected]