Complete guide to the Customer role in Assignar Pay - external client access to view specific project and invoice information.
Customer Role
The Customer role provides limited, secure access for external clients and customers who need to view specific information that has been shared with them by your team. This role ensures customers can stay informed about their projects and invoices while maintaining strict security boundaries.
Who Should Be a Customer?
The Customer role is designed for:
External clients who need to track their project progress
Business customers who require access to their invoicing information
Project stakeholders who need visibility into specific project data
Third-party partners who require limited access to relevant information
Anyone outside your organization who needs controlled access to specific data
Customer Access Capabilities
As a Customer, you have carefully controlled access to information specifically shared with you:
📄 Invoice Viewing
View invoices that have been specifically shared with you
See invoice details, amounts, and status information
Track payment history for your invoices
Access invoice documents and attachments
Monitor billing information relevant to your projects
🔐 Controlled Information Access
Access only the specific information granted by the business team
View project data that has been explicitly shared with you
See relevant documents and communications
Access status updates for your specific projects
View information through a secure, controlled interface
What Customers Cannot Do
The Customer role is highly restricted to ensure security and privacy:
❌ No Creation or Editing Capabilities
Cannot create invoices, documents, or any business data
Cannot edit or modify any existing information
Cannot update project status or details
Cannot change any settings or configurations
❌ No Internal Business Access
Cannot view internal business operations or data
Cannot access team information or organizational details
Cannot see financial information beyond what's specifically shared
Cannot view other customers' information or projects
Can only view information explicitly granted by your business contacts
Cannot access comprehensive project or business data
Cannot view historical information beyond what's been shared
Cannot access advanced features or reporting tools
Security and Privacy
The Customer role prioritizes security and data protection:
🔒 Access Control
Granular permissions: You can only see information specifically shared with you
Time-limited access: Access can be revoked or modified at any time
Audit trail: All access and viewing activity is logged for security
Secure authentication: Strong login requirements protect your access
🛡️ Data Protection
Isolated viewing: You cannot see other customers' information
Read-only access: You cannot modify or delete any information
Controlled sharing: Only authorized team members can grant you access
Privacy compliance: Access follows strict data protection guidelines
Getting Started as a Customer
When you receive Customer access:
📧 Invitation Process
Receive invitation: You'll get an email invitation to access your information
Create account: Follow the secure registration process
Verify access: Confirm your identity and contact information
Review available information: See what has been shared with you
Contact support: Reach out if you have questions about your access
🔑 Account Setup
Secure password: Create a strong, unique password for your account
Contact information: Keep your email and contact details current
Notification preferences: Set how you want to receive updates
Access guidelines: Review what information is available to you
Using Your Customer Access
📊 Viewing Your Information
Log in securely to your Customer portal
Review available invoices and project information
Check for updates and new information shared with you
Download documents that have been made available to you
Contact your business contact if you have questions
💬 Communication
Direct contact: Reach out to your primary business contact for questions
Support requests: Use provided contact methods for technical support
Information requests: Ask for additional information or clarification as needed
Feedback: Provide feedback on your experience and information needs
Best Practices for Customers
🔐 Security
Protect your login: Use strong passwords and secure access practices
Don't share access: Keep your login credentials private and secure
Report issues: Contact support immediately if you notice any problems
Regular reviews: Check your information regularly for updates
📋 Information Management
Stay informed: Review information shared with you regularly
Ask questions: Contact your business contact for clarification when needed
Keep records: Download and save important documents for your records
Provide feedback: Let your business contact know if you need additional information
🤝 Communication
Be proactive: Reach out with questions or concerns promptly
Use proper channels: Contact the appropriate people for different types of questions
Be patient: Understand that access changes may take time to implement
Stay professional: Maintain professional communication in all interactions
Getting Help and Support
📞 Support Options
Primary contact: Your main business contact is your first point of contact
Technical support: Use provided support channels for login or technical issues
Documentation: Review available help documentation and guides
Account questions: Contact appropriate personnel for account-related inquiries
❓ Common Questions
Access issues: If you can't log in or access information
Information requests: If you need additional information or documents
Technical problems: If the platform isn't working correctly
Account updates: If your contact information or access needs change
Understanding Your Access
🎯 What to Expect
Limited scope: You'll only see information relevant to your projects
Regular updates: Information will be updated as your projects progress
Secure environment: All access is logged and monitored for security
Professional service: Your business contact will ensure you have appropriate access
📈 Information Updates
Project progress: See updates on project status and milestones
Invoice information: View new invoices and payment information
Document sharing: Access new documents as they become available
Communication updates: Receive notifications about important changes
Working with Your Business Team
🤝 Collaboration
Clear communication: Discuss your information needs clearly
Regular check-ins: Schedule regular reviews of project progress
Feedback provision: Share your thoughts on the information and access provided
Professional relationship: Maintain positive working relationships
📋 Information Requests
Be specific: Clearly explain what additional information would be helpful
Understand limitations: Recognize that some information may not be shareable
Timing considerations: Allow appropriate time for information to be shared
Compliance understanding: Respect privacy and security requirements
The Customer role ensures you have secure, appropriate access to your project and invoice information while maintaining the highest standards of security and privacy. Use this access to stay informed about your projects and maintain clear communication with your business partners.
