BLOG. SMART PRACTICAL BUSINESS ADVICE

New Feature: Enable logins for all customers.

Last week had to solve a long standing UX problem in WORK[etc] regarding access for your customers, to your customer portal.

If you’ve enabled customer access for your WORK[etc] account then you already know that each account needs to be configured manually, which is pretty lame from a usability perspective.  And having to keep saying “oh you need to go in and edit your thousands of records manually” was starting to weigh on our conscious!

So – as of last Friday you can now simply enable customer access, to your customer portal, for all your customers in one fell swoop.

Here’s how it works:

1. When customer logins are enabled, customers can now sign in even if they don’t have a password/account yet. If you try login, and your contact profile is not explicitly disabled but you have no password yet, you’ll will now get this:

… instead of the old message telling you to contact the business owner to have them set you up with a password.

If you have no contact info on file at all you, you can now make an account with the business by clicking the ” or register” link next to the sign in button. Rego form looks like this:

2. Businesses can now bulk-overwrite permissions across all customers under Settings > Contact Settings:

…note the new “default customer permissions” field here. You can basically set this once and forget about it. Any new contacts that are imported or created will be done so with these settings pre-applied.

There is also the option to bulk-overwrite existing customer credentials based on what you’ve got ticked just now.

There is also the option to bulk flag customer login access to “enabled” (previously always “disabled” by default, so we needed this to allow folks to fix the old contact data.)

When “allow customers to sign in,..” is enabled, the default login capability is now set to “enabled” on any new contacts. This should keep everything seamless for the business owner.

3. This also means you can invite any arbitrary contact to “come and sign in!” even if they don’t have a password configured.

This leads back to recent discussions Dan and I were having about an invite link on the bottom of the quick-contact-insert tool after you hit Create. Soooo you can now always invite contacts as long as signins are enabled globally, the invite email then goes simply:

Dear Sample Guy,

Your XXXX account has been created at xxxxxxxxxx. Please come and sign in with:

Username: guy@sample.foo

Password: Password to be provided at signin.

Regards,

You ThisPerson

4. We should also see faster import/overall performance now that Credentials are stored in a more simplistic way. . With the new approach the credential data is stored in a simple text field which executes in under 1 second for 20,000 contacts (as opposed to 3 minutes of pegged CPU.)

BTW … Simon wrote most of this post…

See all

Featured Posts

Could Your Business Manage 100+ Projects a Day 35% More Efficiently? This Company Did.

Forget the sharing economy — becoming a true blue homeowner is still a dream that a lot of people have. There’s precious little that can compare with the feeling of walking into a house that you own, that’s now rightly and truly yours after years of sweating and saving. Unfortunately, it’s not always rainbows and […]

4 Quick Hacks for Maximum Gmail Efficiency and Productivity

Every morning I stare out into a sea of emails. I know that if I’m not careful, those bits and bytes of text and images could end up overwhelming me. It’s a familiar sight for any modern small business owner, I’d imagine. Email, after all, has become an indispensable tool for running and growing a […]

Multitasking is Killing Your Productivity. Here’s How to Save It

Just like every other small business owner, I juggle a lot of tasks as the owner and founder of WORKetc. One minute I’m overseeing development on our web app, and the next I’m on a sales call with a potential customer. Sales, support, projects, finance—I’m basically both leader and member of these very different departments […]

4 More Tried and Tested WORKetc Tips from Real Users

Efficiency and productivity aren’t just buzzwords when it comes to running a small business. They could make the difference between you leading the pack and being dead last. This is particularly critical in an economic climate where profit margins are tighter than spandex. The only way to stay afloat is to make sure your entire […]

Top New Apps to Automate, Manage, & Grow Your Small Business in 2018

Ever tried unscrewing a screw using a coin? It can be done, but it takes much more time and effort than if you just use a screwdriver. It’s the same with apps. There’s a glut of them out there, and finding the right ones to automate, manage, and grow your small business can make the […]

Real Users Reveal How They Save Time with WORKetc’s Mobile Apps

Up until around eight or nine years ago, I always kept a small notebook with me wherever I went. I was already knee-deep into my entrepreneurial ventures back then, and that notebook was pretty much my database for everything related to my businesses. Contacts, sales leads, project info, ideas both practical and slightly mad—I kept […]