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External User Access
Articles on adding and managing your external users, whether B2B or B2B accounts.
Overview: External Users
External Users are users outside the business/organization which can connect to Steer, even if they don't have a registered account on Steer. However, in order for the external users and even anonymous users to submit a ticket, the admin should tag the External User as the assigned user in a process step in the User Settings. This way, the admin
What are External Users? What are Anonymous Users?
Anonymous user is actually a type of access under external user. However, there are still differences/limitations on what each type of user can do, and cannot do. What are the differences between external users and anonymous users? An external account still requires to be registered on Steer. There is no need to register an anonymous account on Steer. An external user will be required to sign in before they can access
Adding External Users on QuickReach
In order for external users to connect on QuickReach, 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 QuickReach. Now, to get started, follow the steps below: Expand the dropdown beside your name, and click on Accounts Dashboard under Admin Management. From the ac
How can an External User Submit a Case?
In order for an external user to submit a case, the admin should first allow the External User/s they are going to give access to in the form. User Settings Creating a Widget Once the workflow has been published, proceed by following the steps below: Expand the dropdown beside your username and go to **Customer Access
How can an Anonymous User Submit a Case?
Learn the steps on how to enable and allow Anonymous Users to submit forms to your workflow.