Knowledgebase: Partner Operations
Create Customer Care Staff
Posted by Tech Support on 28 April 2015 11:06 AM

CC Staff members are an extension of the Resellers support team and have access to perform most moves, adds, changes, and deletes as needed for day to day operations.

This allows the CC Staff member to add customers, manage existing customers settings as well as post charges and payments.

*Please note that CC Staff members do not have access to administrative settings related to product management and invoice or collections automation.

 

To add a CC Staff member please follow these steps. 

  1. Log in as the administrator.
  2. Click CC Staff on the home page.
  3. Click Add on the top left.
  4. Input the required fields on the following tabs.
    1. Address Info: First Name, Last Name, Email
    2. Web Self-Care: Username, Password, Time Zone
    3. Limits: Daily Allowance (used to set the total daily allowance for payments posted by the cc staff user), Transactions Allowance (used to set the max amount for any single payment posted by the cc staff user.)
  5. Click Save & Close.

 

Logging In

To log into the CC Staff portal you can add a custom login form to any webpage vi our login scripts found here.

 

Or they can visit this link directly: http://cc.sipresource.com

 

A manual for the CC Staff portal can found as an attachment on the bottom of this page.



Attachments 
 
 customer_care-staff_interface_mr35.pdf (1.78 MB)
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