Use this article to give a client access to the customer app by turning on the App Access action in the contact table, creating their login and sending them the details. App access gives a contact a login for the customer app. As an example we will create a login for Elena Petrova.
How do I turn on the App Access action in the contact table?
To turn on the App Access action, click the + button at the end of the contact table header, choose Fixed Column, and on the ① Actions tab tick ③ App Access. Click ② Done.
The APP ACCESS column in the contact table now shows ② an App Access button on ① each row instead of a badge.
How do I create the client's app account?
To create the client's app account, click the App Access button on the contact's row. The Create Account dialog shows ① the email the login will use and the contact name. Choose ② Automatically generate the password or ③ Create a password to type your own, then click ④ Create Account.
The dialog then shows Login Details with the email and password, and three buttons: Send Email sends the login details to the contact's email address, Send SMS sends them by text message, and Close keeps them on screen for you to pass on yourself.
How do I check that the client now has app access?
To check that the client now has app access, close the dialog: ② the App Access button on ① the contact's row shows the contact now has a login. If you chose Send Email, the contact receives an "Account Created" email with the address and password.
Tip: Contacts with a login are also listed as Has Access when the App Access action is off and the APP ACCESS column shows the badge instead.