Set a Customer User’s password
How do I set a Customer User’s password? Go to Customers → Users. Double click on the User you wish to edit...
Set Issue priority for Customers
Why should I set Issue priority for my Customers? Adjusting Issue priority allows you to sort Issues in your agents’...
Understand Customer Users
Customer Users overview Go to Customers → Users on the Relay left navigation panel. Users: a record of Users (persons) associated with Customers. Each...
Understand Customer Locations
Locations overview Go to Customers → Locations on the Relay left navigation panel. Locations contain a record of Customer Locations. Each Location...
Understand Customer Profiles
Customers Profiles overview Go to Customers → Profiles on the Relay left navigation panel. Profiles contain a comprehensive view of each Customer...