Onboarding Hub - Step 12 Customers
Setup Your Customer List and Logins
This article will explain how to configure customer cards and linked customer logins in an account.
Page URL:
How To
To begin, navigate to the above Page URL which is located under Transport > Configuration and Setup > Card Files (Customers/Suppliers/Staff) > Customers tab:
This section of Transvirtual allows for the setup of the account’s customer base, representing the entities responsible for paying for consignments.
Creating Customer Cards
Click Add Customer:
Name accordingly and click Add to create:
Upon creation, the system opens the customer record for the newly created customer:
Customer details can now be configured, including customer codes for integration or import purposes, contact information for use on invoices, finance settings such as invoicing terms, and logins for users of the customer’s business who require access to manually create consignments within the account.
For more detailed information on this setup, please click here.
Customer Login creation
To create a login associated with a customer, first ensure the customer record has been created. Within the customer record, select the Logins tab, then click New User:
Enter the details as required and click Add to create.
Set I Understand this user/password may be linked to multiple customers to YES if this login will be used for multiple customer records in the Transvirtual account. This enables the same login to be associated with additional customer records, allowing access to consignment data for those accounts as well.
Double-click the login to open this customer user card where additional details can be configured as required:
Provide the login details to the customer user. They will then be able to access the account and create consignments for the customer records to which they are linked.
By default, customer logins can only access the consignment create and search pages but for additional information on this, click here.
By default, customer logins can only access the consignment create and search pages but for additional information on this, click here.
FAQs
Q: How can I delete/block access for a customer user?
To delete a customer login, open their customer profile as outlined above, then click the Delete User button located top right:
Once a user is deleted, they will not be able to login to the account.
Q: What can a customer login access within my Transvirtual account?
By default, customer users can access only the consignment creation and consignment search pages and can view data solely for consignments associated with the customer records to which they are linked.
If required, the level of access a customer user has can be changed using Security Groups, click here for more information on this.
If required, the level of access a customer user has can be changed using Security Groups, click here for more information on this.
Related Articles + Videos
Please see below links that provide more information on the content of this help article:
- https://support.transvirtual.com/portal/en/kb/articles/customerlist
- https://www.loom.com/share/48759619b50640cdb4b7375127891bdc
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