A quick guide on the Customer tab for OnSide for Teams
The Customer tab is where you're going to find, add, delete, and maintain your customers, the properties you visit.
Before we get started on adding a property, let's take a look at what a normal page would look like.
Private vs Public
There are two types of properties when using OnSide for Teams, Public properties - as shown in grey, and Private properties - as shown in green.
When a property is added to the list, if the contact person has an active account with OnSide, the property is made public and comes under their control as a Property Manager/Owner. If however, the contact person does not exist, it becomes a private property, and is completely managed by you.
If you click on a private property's name, it will take you to a screen almost identical to what a Property Manager would see, as shown below;
The only difference is the 'Team' tab is missing. If you choose to privately manage a property, and then the property owner claims it later on, everything you have done to the property, including risks, will transfer. This is extremely helpful for the property owner as they have almost no setup work.
Contact information
If you click on the contact name for a private property, you can change the contact person's details, or even assign a different contact person.
Adding a property
Adding a property to your list is done in exactly the same way as a property owner/manager. Click the green plus sign at the right hand side, complete the fields, set a boundary and save. If you need a bit more help, try this help guide - Set up your property.
Removing a property
Properties can be easily removed by simply clicking the rubbish icon on the right of the phone number.
If you have any questions, give us a call on 0800 ONSIDE. Click on the links below to navigate to the other tab's help guides.
How do I use OnSide for Teams?