When our Customers are onboarded, they agree to terms and conditions, prices, and complete an onboarding form. Often, it is important for our Customers to have access to these terms and prices to review them, or for the purpose of an audit.
Now, when an Admin user logs into their account, they will see a new option when selecting the three dots on the top right "Customer Account". Selecting this will load a Customer Account page, with the agreed prices, links to the terms, and other Customer related information they may need to see.
There is no immediate action required to enable this feature, but it is recommended to check that all users with admin access are authorised to view the terms and prices internally. You can check this on the User list view, like below:
Want to stay up to date on our releases? Just keep an eye on the notification bar at the top right of the screen when you log in. We will keep you up to date with new releases and features as they happen.
Alternatively, bookmark this link here for up-to-date release notes.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article