Customer users are typically setup in Cube subscriptions to allow customers, vendors, or other 3rd party stakeholders limited access to processes.
To setup a Customer, navigate to Customers in the top menu.
Click + Add a customer.
Once you have setup the Customer, you can add Contacts. Contacts are the individual users of a Customer.
Click + Add a contact and enter the specific details of the Contact.
To enable this Contact to access Cube, click + Add a customer user and complete the required fields.
Process security for Customer users is configured per process. To configure process security click on Security.
Customer users can have the following access to the forms in a process:
- Hide all
- Read all
- Edit own, hide others
- Edit own, read others
- Start own, hide others
- Start own, read others
You can also configure Customer users and allow them to:
- Change the status level
- Add actions for staff users
- View attached emails
The final aspect of Customer user Security is to automatically add the Primary Contact or All contacts to a form when a Customer reference is chosen on a form.