Show team password menu on client portal
- Step 1. For customers to be able to use the Team password module, the admin needs to first set it up in the module's settings.
Login admin portal, Go to the Team Passwords module in the left sidebar and select SETTINGS menu -> uncheck Hide the team password tab from the client area and click Save
- Step 2. Login customer portal
- The All password tab: display all the Passwords that the customer is shared by the system's staff and the passwords are created by customer
- The All categories field: display the Categories that employees share with customers(if any)
- When employees share Password data with customers
If only the Read permission is assigned to the customer, the customer can only view the information.
If the Read and Write permission is assigned, the customer can edit the information (This change is updated uniformly in customer portal and admin portal).
Contact add Password
- Step 1. For customers to be able to add password, the admin needs to first set it up in the module's settings.
Login admin portal, Go to the Team Passwords module in the left sidebar and select SETTINGS menu -> check Contact can add password and click Save
- Step 2. Login client portal -> select the Team Passwords and click Add
Customers can create passwords for types such as: Normal, Bank account, Credit card, Email, Server, Software license