Apptivo provides the ability to add third-party customers to specific apps, so they can log in and view the progress of the case details using their own account. You can add the case details, customer information, and other information in the Apptivo accounts. So, the changes can be viewed by the accessed contacts through their customer portal. In addition, if the customer is changed from the contact, the cases that are created for them will get removed from the contact. So, the old contacts will not have access to the cases created.
Let's consider, the contact has access to multiple customers and in some cases, the customer does not want the contact. In those cases, the contact can be removed by the customer. Once the contact is removed, they will not have access to the cases that are created by the particular customer for the contact. Please follow the steps to remove the contact from the customer and how the access is getting changed.
The Contact(Harry Porter) has access to the cases that are created by the customer(Emma Watson)
Steps to follow
- Login to the Contacts App from the Universal Menu.
- Select the Contact that is associated with the customer that needs to be removed from the contact.
- Click on the More Details to view the contact Overview page.
- In the Contact Overview screen, click on the edit icon that will appear when you hover the cursor over the customer.
- Click on the search icon and select the customer from the list.
- Once the customer is added, click on the save.
- At the time of saving, you will be notified with the popup Warning says the portal access will be disabled for the contact Harry Porter.
- Click on the Yes.
- Once the Contact is updated, the Portal Login will become Enable Login.
- Now, click on the Enable Login button to create the connection between the newly added customer and the contact.
- By Enabling the Login, the contact will receive the email Invitation to accept.
- By accepting the invitation, the contact Portal access will change to the new customer.
- Now, the contact will have access to the cases that are created by the newly added customers(Hannah Baker).
Note: The Contact will not have access to the cases that are created by the old customer.
