Last Updated: March 18, 2021

In order for external users to connect on Steer, they are still required to have their accounts registered on the system. Take note that only those who have admin account can register external user accounts on Steer.

Now, to get started, follow the steps below:

Step 1: Expand the dropdown beside your name, and click on Accounts Dashboard under Admin Management.
Step 2: From the accounts dashboard page, click on Add button under the CATEGORIES section. This step is important because later on, you will be required to select under which category an external account will belong to.



Step 3: Expand again the dropdown beside your name, and click on Accounts Board under Admin Management.
Step 4: From the accounts board page, click on Add Account button to add a company account. A wizard for setting up the company's account information will pop-up where you need to define the following fields:

Category
Company Name
Office Address
Phone Number
Email Address



After successfully creating your company's account, the next step is to add Key Contacts or the external user accounts under the company's Account Information. A wizard will pop-up where you need to define the following fields:

Email Address
First Name
Last Name
Phone Number



You can add Key Contacts for as many as you like under their respective company's account. After saving the key contact's information, you have now successfully added external user accounts.

RELATED ARTICLE(S):
How can an External User Submit a Ticket?
How can an Anonymous User Submit a Ticket?

Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
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