There are 3 user types in Crik-IT...
It's important to know what type of user you are because much of the information provided in our Help Center differs based on your user type.
Companies (mostly manufacturers and distributors) subscribe to Crik-IT to provide a way for their employees, sales reps, and customers to access inventory information, enter orders, see past invoices, and much more, via the web. The subscriber can set up unique Crik-IT usernames for any of their employees, reps, and/or customers.
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In-house User: The In-house user is typically an employee of the Crik-IT subscriber. In-House users can see all information about all of the subscriber's customers and all reps. Examples of in-house users are the CEO, Sales Manager, inside customer service reps, warranty claims processors, and accounts receivable folks.
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Crik-IT Administrator: a Crik-IT Administrator is an in-house user with Administrator-level permissions. The user who signs up for Crik-IT initially is, by default, a Crik-IT administrator. That user can go to the Tools tab, then click Maintain Permissions, to give other in-house users Crik-IT administrator privileges.
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Rep User: A Rep user is a sales rep working for the Crik-IT subscriber. Rep users can only see information about their own customers. Rep users cannot access information or reports for other reps.
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Note: Crik-IT determines which customers belong to a rep based on the rep setting in the subscriber's system (QuickBooks, Sage Pro, MAS90, AccountEdge, etc.). If the subscriber is using QuickBooks Online, the customer's rep setting is configured in Crik-IT because Quickbooks Online doesn't track reps. (Click here to see more about configuring Crik-IT/Quickbooks Online rep integration)
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Customer User: A Customer user is a customer or "dealer" of the Crik-IT subscriber. Customer users can only see information about their own account with the subscriber; they can't see info about any other customer.
Here's something cool about Customer users... a Customer user actually gets 2 usernames:
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Customer Management username is to be used by management-level folks at the customer company. They can see sensitive info, such as how much money is owed, costs, etc..
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The Customer Staff user name is to be used by staff at the customer company who shouldn't see costs, shouldn't see how much money is owed to the vendor, and shouldn't see other sensitive info. BUT, here's what's cool... staff users have access to the information they need to better sell the subscriber's products.
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Staff users use Crik-IT all the time to get immediate access to information that enables them to answer their consumer's questions on the spot.
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The Customer Management user can configure the Staff user to be able to enter orders and/or warranty claims if needed.
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The Customer Staff username is actually identical to the Customer Management username, except that there is an "S" at the end (S is for Staff).
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