Skip to main content

Customer Setup

Setup​

| Customer | Team | Team Hierarchical | Coordinator Customer | My Customer | My Signature |


Customer​

  • Customer Setup - Create a setup of customers with the support email and project supervisor. That the support mail is used to create the tickets.

Team​

  • Team Setup - Creating teams and assign the user's position whether coordinator or supervisor or project manager and reporting to authority. Project Manager doesn't have reporting to high authority above him.

Team Hierarchical​

  • Team Hierarchical View - This shows the team structure in the hierarchical view by the positions from project manager to supervisor then supervisor to coordinator.

Coordinator Customer​

  • Coordinator Customer - It shows the list of coordinators and their customers list. It gives the clear view to see the coordinators and their customers.

My Customer​

  • My Customer - It shows the list of customers which is assigned for the user. The user may be a coordinator or supervisor or a project manager.

My Signature​

  • My Signature - Here the user can update his signature setup, which the signature setup is used while sending an email.