Add a Customer as a User

Your OrangeQC account includes an unlimited number of free users who can view information and use tickets. These might be:

• Customers for a BSC. (See how this improves client retention for Environment Control Tucson.)
• Principals and the superintendent for a K-12 school district. (See how this works for the School District of Indian River County.)
• Building stakeholders at a university. (See how this transformed relationships with proctors at the University of Colorado Boulder.)
• Anyone else who should be looped in on the quality control process in your buildings.

You are able to control how much access the customer has. Our Playbook for Simplifying Client Communication with OrangeQC has more context and best practices.

To add a user account for a customer:

1. Click the People tab. Only Administrators can see this menu option.
2. Click the "New Person” button.
3. Fill out Basic Info. Right now, you’ll need the person’s name, email, and time zone. (While most customers benefit from email access to OrangeQC, if your customer will only need to log into the web or mobile app, you can select that they do not have an email address.)

4. Set a username and password in Account Settings. You might use the person’s first first initial + their last name for their username, or the part of their company email before the @ sign.

   
   

   Write these down in an email draft to send when you’re finished.

   
   
5. Leave all abilities un-checked. View-only and ticket-only users, such as customers, should not have these high-level abilities.

6. Choose permissions. We recommend checking "Can view dashboard" and "Can edit personal email alerts" under General, "Can view inspections" under Inspections, and "Can access and create tickets" under Tickets.

   
   

   💡Tip: Does your contract require you to deliver certain emails? If you un-check the “Can edit personal email alerts” box, the client won’t be able to accidentally disable email alerts from their profile. They will need to contact you to turn off alerts.

   
   

7. Set Email Notifications. Choose the frequency of email summaries you'd like your customer to receive, or you might check no boxes if you'd like to send reports manually. Most teams using email notifications for clients just pick one summary option.

   
   

8. Choose Areas of Access. Pick and choose which areas or sub-areas the customer should have access to results from.

   
   

9. Save.

   
   
   

10. Send the user their login info. If you’ve opted to allow the customer to log into their dashboard and use the ticket system, you’ll want to send them their login information. 

    
    

    OrangeQC will not automatically email this person their login information. This is so that you can maintain control over customer communication.

    
    

    Here’s an email template you can copy and paste to fill in with the correct information:

Hello,


I've set up an account for you to log into our quality control platform, OrangeQC.


Username: 
Password:
Login page:


Please let me know if you have any questions.


Thank you!