How to create a customer and give them a login

If you have your settings configured to NOT send emails to customers telling them about their logins then follow this process to create a customer and give them a login at the same time:
 

  • Log in to the Onsight admin console at http://web.onsightapp.com/
  • Click ‘Customers’ from the left-hand side menu.
  • Click on the ‘Manage Customers’ menu item.
  • To add a new customer, click on the ‘Add New Customer’ button at the top of the screen.
  • Fill in the customer’s information in the fields provided.
  • ‘Company Name’ and ‘Allocated To’ are required fields.
  • Choose ‘No’ for ‘Allow Login’.
  • The ‘Contact’ person at the bottom of the screen does not have to be the person who will be logging in. It can be someone else’s details.
  • Click on ‘Save’ at the bottom of the screen.
  • You will be taken back to the screen that lists all the customers.
  • Click on the ‘Add Customer Login’ button at the top of the screen.
  • In the ‘For Customer’ field, type the first few letters of the customer that you just created. Choose the customer.
  • You need to fill in a name and email address for the new user. This is the email address that the customer will use to log in with.
  • Since you are not sending out automated emails to customers with their login details, you need to fill in a password for the user and contact the user yourself with the login details.
  • Click on ‘Save’ at the bottom of the screen.
  • You now have a customer record as well as a login for the customer.

 
For security reasons, it is better to enable the automated emails that gives customers their login details. To do this:
 

  • Log in to the Onsight admin console at http://web.onsightapp.com/
  • Click ‘Setup’ from the left-hand side menu.
  • Click on the ‘Configuration’ menu item.
  • Click on the ‘Customer Emails’ tab.
  • Find the ‘Send Customer Invite Emails?’ checkbox.
  • Tick this box so that notification emails automatically go out to your customers.
  • Fill in a ‘Sender Email Address’ and ‘Reply-To Email Address’ for the emails that your customers will receive.
  • Use the ‘Email Message’ field to customise the message that they will receive.
  • Click ‘Save’.

 
 
If you do activate that feature, then your process for creating a customer and a login becomes shorter. Now you only have to do this:
 

  • Log in to the Onsight admin console at http://web.onsightapp.com/
  • Click ‘Customers’ from the left-hand side menu.
  • Click on the ‘Manage Customers’ menu item.
  • To add a new customer, click on the ‘Add New Customer’ button at the top of the screen.
  • Fill in the customer’s information in the fields provided.
  • ‘Company Name’ and ‘Allocated To’ are required fields.
  • Choose ‘Yes’ for ‘Allow Login’.
  • Fill in a ‘Login Email Address’. This is the email address that the customer will use to log in with.
  • The ‘Contact’ person at the bottom of the screen does not have to be the person who will be logging in. It can be someone else’s details.
  • Click on ‘Save’ at the bottom of the screen.
  • You now have a customer record as well as a login for the customer. The customer will get an email telling them how to log in.
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