Pallet Connect has various User types. This allows different team members to have a varied access of the system, depending on their role.
This article will explain which features an "CSR"(Customer Service Representative) user group can view when they log into the Pallet Connect platform.
NOTE: This log in can be used for a CSR or a Salesperson within the company.
NOTE: Each user will have different access on their "Menu". You can also visit this article to view the full access per user. Go here.
CSR:
There is a setting for CSR user to only view information with accounts that are assigned to them.
The slide below shows an example of the dashboard and Main Menu of a CSR log in.
A User that is able to "Manage Users" e.g. General Manager, can further customize the information/features the Warehouse Manager user can access. To modify the user's access, go to Users > Manage Users.
The following can be enabled/disabled from the Options tab of the User profile:
Accept System Emails
Can Approve Transactions
Finalizing Requires Approval
There is an option to have the CSR access to all contacts by clicking the tickbox "Allow All Contacts" from the General Tab.
Notifications are also customizable for this user. The following notification type can be enabled/disabled.
Real-time notification will appear on the top right of the page with the notification bell icon.
After selecting the preferred feature/information that will be available in the user's profile, save it by clicking "Update User".
