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.”
Step 2 – Accessing Customer complaints Settings tab
Please access the Customer complaints Settings tab and activate the “Edit settings” option.
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.
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.
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.