Adding team members to Customer complaints

How to add team members to Customer complaints on your Conformio account

Step 1 – Accessing Customer complaints from the top menu

Please access the Customer complaints module from the top menu option – “Incidents – Complaints.”

Adding team members to Customer complaints - Support Center
Accessing Customer complaints from the top menu on Conformio.

Step 2 – Accessing Customer complaints Settings tab

Please access the Customer complaints Settings tab and activate the “Edit settings” option.

Adding team members to Customer complaints - Support Center
Accessing Customer complaints Settings tab on Conformio.

Step 3 – Assigning team members from the Settings edit form

Once you are on the Customer complaints Settings edit form, you can activate the “Assign people” option and choose team members you want to join you in handling reported customer complaints.

Adding team members to Customer complaints - Support Center
Assigning team members from the Settings edit form on Conformio.

Step 4 – Selecting people and saving changes

Once you select the users you want to add or remove, make sure you click “Save changes” to apply the settings to the Customer complaints module.

Adding team members to Customer complaints - Support Center
Selecting people and saving changes on Conformio.

Step 5 – Previewing and removing added team members from the Customer complaints Settings tab

After you save your user selections, you can preview them right from the Settings tab and, if needed, remove the ones you don’t need any more by clicking the “X” beside their profile photos.

Adding team members to Customer complaints - Support Center
Previewing and removing added team members from the Customer complaints Settings tab on Conformio.
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