Customers - (customer)

Do this on the Contacts tab:

The memoQ TMS's administrator can allow contacts to sign up to customer portal, and can decide if the sign-up needs approval. This table shows what memoQ admins need to do to activate the contacts' customer portal accounts.

	Contacts can sign up	Contacts cannot sign up
Sign-up needs approval	memoQ administrators approve sign-ups manually.	memoQ administrators create contacts manually. Contacts need to verify their emails.
Sign-up does not need approval	Contacts are active right after sign-up.	n/a

Add a contact

1. At the top right, click the Add contact button. The Add contact page opens.

2. In the Contact profile section, type in the user's name and email address. Choose their role. Add other details as needed.

   • A Requester can send in jobs to customer portal, and can only see their own requests, offers and jobs.

   • An Observer cannot send in jobs, but they can see all the requests, offers and jobs requested by someone in their company, can filter them by user.

   • A Manager can use all the functions of customer portal.

3. In the Allowed services section, select or clear the services' checkboxes as needed. The contact can request the checked services when they send in a job to customer portal.

4. To save the contact and go back to the customer's page: Click the Add contact button.

   To discard your contact and go back to the customer's page: Click the Cancel link.

Approve a contact

If sign-up needs approval, you see an Approve contact  icon in each unapproved contact's row. Click it, and the contact can log in to customer portal.

Find a contact

To search contacts: Type something into the search bar above the contact list. Press Enter. If the text you typed can be found in some contacts' name or email address, the list will only show those contacts. To clear the list, click the X icon at the end of the search bar.

To filter the contact list by status: icon in the dropdown that says Show all users. Choose a status from the list:

The list now shows only the contacts with that status.

Change a contact's details

In the list, click the contact's name. The contact's page opens.

In the Contact profile section, change the user's name, email address, role and other details as needed.

Contact remains the same: When you change the name or email address of a contact, its role, allowed services, and other settings do not change.

• A Requester can send in jobs to customer portal, and can only see their own requests, offers and jobs.

• An Observer cannot send in jobs, but they can see all the requests, offers and jobs requested by someone in their company, can filter them by user.

• A Manager can use all the functions of customer portal.

To save your changes to this section, click the Save button at the bottom of the section.

In the Allowed services section, select or clear the services' checkboxes as needed. The contact can choose from the checked services when they send in a job to customer portal.

To save the contact and go back to the customer's page: Click the Apply button.

To discard your contact and go back to the customer's page: Click your browser's Back button.

Remove a contact

In the contact's row, click the Delete  icon.

Do this on the Assigned PMs tab:

To add or remove project managers: 

1. At the top right, click the Assign PMs button.

2. In the Assign project managers pane, select or clear the checkboxes of project managers as needed.

   To search project managers here: Start typing in the search bar above the PM list. If the text you typed can be found in some PMs' name or email address, the list will only show those PMs. To clear the list, delete the text in the search bar.

3. To save your changes: Click the Assign button.

To remove a project manager: In the PM's row, click the Unassign PM  icon.

To search contacts: Type something into the search bar above the PM list. Press Enter. If the text you typed can be found in some PMs' name or email address, the list will only show those PMs. To clear the list, click the X icon at the end of the search bar.

Do this on the Services tab:

To assign or unassign services: 

1. At the top right, click the Add services button.

2. In the Add services pane, select or clear the checkboxes of services as needed. To search services here: Start typing in the search bar above the service list. If the text you typed can be found in some services' name, the list will only show those services. To clear the list, delete the text in the search bar.

3. To save your changes: Click the Add button.

To edit a service: In the service's row, click the Edit service  icon.

To remove a service: In the service's row, click the Delete service  icon.

To search services: Type something into the search bar above the service list. Press Enter. If the text you typed can be found in some services' name, the list will only show those services. To clear the list, click the X icon at the end of the search bar.

Do this on the Profile tab:

Edit the customer's name and description as needed. To save your changes, click the Save button.

Customer remains the same: When you change the name of a customer, its contacts, assigned services and project managers do not change.