Summary
The
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Clients section
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of Swept+ allows users to view information and details about each
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client.
Clients list
Client profile
Who can see Clients?
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All managers and
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supervisors are able to see
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the client list in the mobile app.
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Permissions
Admin
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managers,
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managers and
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supervisors do not need a specific permission enabled to view the list of clients, but the clients that appear in the list will depend on whether the
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client is approved to the location(s) the
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manager and
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supervisor are approved to.
In summary:
Admin
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managers are able to see
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clients approved to locations they are assigned to as well as clients that have not been assigned to a location.
Managers and
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supervisors can see
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clients that have been approved to the same location(s) as them.
Navigation
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Where can I find the clients section?
Once signed into the mobile app
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users can access the clients section by selecting the “More” icon in the bottom
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Clients List
Clicking on a Clients name from the list will display the follow information:
Client email (clicking this will bring user to their email with an email draft created to the Client).
Client phone number (clicking this will prompt a phone call from users device).
Clients list of locations they are approved to (clicking on the location name will bring the user to that locations information).
Client notes.
A button to navigate the user to the Client message thread.
(placeholder image)
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navigation bar and then selecting “Clients” from the list.
More section manager
More section supervisor
Details
The client's section shows a list of clients that are assigned to the locations that you manage. The list can be filtered using the search bar at the top of the page making it easy to find the user you’re looking for. Each clients' full name is shown along with their avatar.
Client list
Selecting a client from the list will open their profile page. The profile page contains the following information about the client:
Name
Company name
Phone number - Selecting the phone number will open the phone app on your device allowing you to make a call to the client.
Email address - Selecting the email address will open the email client on your device allowing an email to be sent to the client.
Notes
Approved locations - If you are also approved to the locations listed, selecting them will bring you to the location page. If the location appears greyed out this means you do not have access to the location.
If you have the client messaging permission you will also see a shortcut to the client messaging thread in the upper right-hand corner. If this icon does not appear, please reach out to your Swept administrator to enable the permission.
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All of the above information can be added to the client profile and edited within the Swept web app. |
Client Profile
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