Adding Customers in Mi Aftercare is Simple
Customers are allocated on a per project basis & this association is what provides for them the ability to view & log defects on a given project.
Because Mi Aftercare is powered by the Mi Project Admin, a customer user account only needs to be set up once.
Adding Existing Customers
To add an existing customer to a project within Mi Aftercare navigate to the desired project admin page, select the customer organisation & then select from the list of existing customers the user you require.
Once selected it is important to check that all required user information has been provided or this will prevent them from logging in.
When granting access to any existing users you can trigger a Welcome to Mi Aftercare email by visiting their user account in Mi Project Admin and checking the appropriate option.
Creating a New User Account
If the user you wish to add is not shown in the list you can create a new account by clicking on Add new Customer button, follow the prompts to add a Customer Name, email Address, Mobile Number & Position, these are the required fields for user creation.
When creating new user accounts the customer will automatically receive the Welcome to Mi Aftercare email as above which will provide for them links to the site & the ability to set their passwords & download the mobile apps etc.
Deactivating Customer Users
If a customer user is no longer needed to log defects against a project or has left the customer organisation you can simply deactivate their account on the project set up within Mi Aftercare.
