Here you can maintain your customer's data such as company name, address, customer and contract number.
At the top right you have the option of deleting the customer's account. To do this, click on the "Remove customer" button.
To give a customer access to their account on the platform, click on the plus button in the top right corner. A pop-up will appear where you can enter the customer's email address and select the authorization.
When you click "Send invitation", the customer will receive an email. This email contains a link to the registration page where they can enter their details and choose a password.
Until the customer has completed the registration, a letter icon will appear in the status to the left of the permissions. Once registration is complete, a check mark will appear.
Full-access
With full-access, all actions in the respective customer account are possible without restriction. This means that costs may also be incurred.
Read-only
With read-only access, all actions that lead to changes or costs are deactivated.
For example:
No adjustments can be made to the inspection scope
No measures can be planned or checked off
No vulnerabilities can be ignored
Remove Access
To remove a user again, click on the trash can in the corresponding line on the right. (This is only possible as a user with full-access).
The defined email recipients receive an automatic email as soon as the customer's rating deteriorates by at least one grade.
The defined email recipients receive an email with the Management Report of the corresponding customer account at the beginning of each month.
New email addresses can be defined as recipients by clicking on the plus button.
To deactivate notifications, click on the "Activated" switch. This then changes to "Deactivated".
