CRM Client Access User Guide
Welcome to CRM Client Access, the tool that empowers staffing agency clients. Built for streamlined collaboration and transparency, this platform ensures that your clients have a secure and seamless way to view and manage their jobs in real time.
This guide covers the key features of CRM Client Access, step-by-step instructions for setup, tips to maximize its potential, and solutions to common questions. With this comprehensive guide, you’ll unlock better productivity and collaboration through NextCrew’s cutting-edge technology.
Initial Setup Instructions
Setting up client access is straightforward. Follow these steps to enable your clients to start using the portal:
Step 1: Open the Client Record
Log in to your NextCrew dashboard and locate the Client record for the company or individual you wish to set up access for.
Step 2: Add or Select a Contact
If the client’s contact details are not currently in the system:
- Select the option to Add New Contact and input their details (name, email, etc.).
For existing clients, simply locate and navigate to the appropriate contact.
Step 3: Navigate to Details
Once inside the client's record, go to the ‘Details’ tab where you will find the user account management section.
Step 4: Create a User Account
Click ‘Create User Account’. This action finalizes the creation of the account and automates a welcome email to the client’s inbox. The email includes:
- A portal link that directs them to the login page.
- Step-by-step instructions for resetting their password.
What’s Next:
Once the client logs in, they’ll have immediate access to view their jobs exclusively. This ensures security while maintaining functionality.
Frequently Asked Questions (FAQ)
Q1. What happens if the client doesn’t receive the welcome email?
Double-check the email address you entered for accuracy during setup. If the email is correct, ask the client to check their spam or junk mail folder. You can also resend the email from the client’s user account settings.
Q2. Can clients see jobs for other companies?
No. Clients are only allowed to see jobs associated with their account, ensuring data security and exclusivity.
Q3. How do clients reset their password if they forget it?
Clients can use the “Forgot Password” link on the login portal to reset their password instantly. The portal will guide them through the steps to create a new password.
Q4. Is there a limit to how many client accounts I can create?
No, you can create as many client accounts as needed to fit your business requirements.
Q5. Can I customize the notifications sent to clients?
Currently, the welcome email is automatically generated by NextCrew, but customization settings may be available in future product updates.
If you have further questions, our support team is always ready to help!
See Also
You might be interested in this article we wrote about pitching your clients self-service
https://www.nextcrew.com/blog/guide-to-pitch-benefits-of-self-service-for-staffing-agency-clients