Zoey Product News

New Staff Account Restrictions Streamline Customer, Order Views

By Josh O'Connell on July, 23 2018

If your eCommerce business has a sales staff, or if you have certain employees who service a segment of your customer base, the amount of information in the Zoey dashboard could be overwhelming, and generally overkill for what those employees need. This month Zoey launched a new capability to determine what customers and customer groups each staff account can view, which is available exclusively in our Advanced plan.

staff-account-access

Account Owners can manage the access capabilities of each of their staff accounts, determining which customers and/or customer groups their employees can access. The staff account customer restrictions are great for scenarios where a customer may be assigned to a:

  • Salesperson
  • Customer service representative
  • Account manager

There are a variety of benefits to be able to filter the customers and their orders down:

  • It helps the rep focus in on their own customers for easier identification of patterns
  • Less customers and orders to sift through makes it easier to spot issues or opportunities
  • and assisting their clients.

A brief overview of how this works can be found here.

This enhances previously available restrictions in terms of what areas of Zoey a staff account can access, which is helpful for defining roles and what they can do inside Zoey. The general staff restrictions are available on all plans, but the customer-specific restrictions are limited to the Advanced plan only.

Learn More About the Advanced Plan

Our Advanced Plan brings other exciting features to Zoey, such as Request a Quote and a Table view for the category page. If you haven’t seen what the Advanced Plan has to offer, click the button below to request a walkthrough of Zoey!

Request a demo

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