Client Account Overview:
Add and edit client sites, employees, contact information and other service preferences in the "ACCOUNT" tab of your client's account.
Access your Client Manager, by selecting "MANAGE CLIENTS" under the "SERVICE" tab in the top navigation bar:
Select the client you would like to edit or add information:
Company Information & primary contact:
Main Location/Headquarter Billing & Shipping Information:
Employees: Add customer employees that you would like to invite to their sponsored portal to act as contacts for order, to generate orders and to review orders. When you first create a client, qualer will automatically create an "admin" employee. This is an account a qualer employee may log into if a sponsored client contacts support. However, this can be removed. The login credentials for this "employee" are kept private by qualer. All other employees who need access to the portal and email notifications should be added here. Then an invitation can be sent to them after the account is created.
Add and Edit Sites: Sites can be used to further delineate a company's assets either by physical location or any other company preference. Sites can have the same address as headquarters, however, if the address is unique be sure to enter that information so that the correct contact information is displayed on all reports: