How can a (support) user see discussions?

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Steve

21 May, 2010 05:45 PM

Hi,

I invited someone to join TenderApp as a support person. However, when she logs in she cannot see an inbox with issues like I (the admin) can. Any ideas? Am I understanding the role of a support person correctly?

Thanks,
Steve

  1. 1 Posted by Will on 21 May, 2010 06:15 PM

    Will's Avatar

    Hey Steve. What's the URL for your tender account? We'll take a look.

  2. 2 Posted by Stephen Juth on 21 May, 2010 06:31 PM

    Stephen Juth's Avatar

    Hi Will,

    It's http://amtools.tenderapp.com.

    Thanks,
    Steve

  3. 3 Posted by Will on 21 May, 2010 08:46 PM

    Will's Avatar

    What URL is she at when she hits the Tender site? It should be redirecting her to http://amtools.tenderapp.com/dashboard automatically. Her permissions and everything look correct, when I check her profile there is full access to the dashboard/admin area and it's working properly for me.

  4. 4 Posted by Stephen Juth on 21 May, 2010 09:50 PM

    Stephen Juth's Avatar

    Will,

    I logged in as [email blocked] and landed at
    amtools.tenderapp.net. Did you use that email or
    [email blocked]?

    If the latter, then I will need to create a record for that email
    address in InfusionSoft so that it can be used via CustomerHub. I think
    Roxanne
    might have used the wrong email address when confirming my invitation.

    Steve

  5. 5 Posted by Will on 21 May, 2010 10:24 PM

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    Yeah, [email blocked] is the 2nd profile on your support users list.

  6. 6 Posted by Stephen Juth on 22 May, 2010 01:27 AM

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    Will,

    OK, I got it working. I created a record for her in Infusionsoft, which
    allowed her to log in with that email address into CustomerHub. Once
    in she can one-click into TenderApp via SSO login and see everything.

    Thanks for your help!

    Steve

  7. 7 Posted by Will on 22 May, 2010 04:23 AM

    Will's Avatar

    Cool. Let us know if you have any further questions.

  8. Will closed this discussion on 22 May, 2010 04:23 AM.

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