You can create CustomerSure accounts for anyone at your company. An account will let them reply to customers and see your feedback and reports. To create new staff accounts, follow these steps:
- Hover over your name on the main menu.
- Click Company Settings on the drop-down menu.
- Click the Add staff with a login button.
- Fill in the form and click Create Account.
After you submit the form, an email will be sent to the email address you entered asking them to set their password.
Staff without a login
You can also create staff accounts in CustomerSure that are unable to log in. These accounts are used for former employees; or agents whose performance you would like to track without giving them full access to CustomerSure.
You can create these accounts directly, or downgrade ‘login’ accounts to ‘non-login’ accounts.
If somebody leaves your company you can deactivate their account. They will no longer have access to your CustomerSure account, but any historic data, such as their replies or notes will still exist and be shown as theirs.
Linking feedback to staff
Feedback can be linked to staff members (see segments help page). If you do not want these staff members to have access to CustomerSure, you can add them as Staff without a login which will still allow you to link feedback to them.