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.


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Click + Add a customer.


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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.


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To enable this Contact to access Cube, click + Add a customer user and complete the required fields.


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Process Security


Process security for Customer users is configured per process. To configure process security click on Security.


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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

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You can also configure Customer users and allow them to:

  • Change the status level
  • Add actions for staff users
  • View attached emails

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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.

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