Account Management/Personal Information - Revision history

Scarpenter: Scarpenter moved page Account Management /Personal Information to Account Management/Personal Information without leaving a redirect

2016-10-07T05:29:16Z

Scarpenter moved page Account Management /Personal Information to Account Management/Personal Information without leaving a redirect

Scarpenter: /* Overview */

2016-10-07T05:26:25Z

‎Overview

Scarpenter: /* Overview */

2016-10-07T05:10:59Z

‎Overview

Scarpenter: Created page with "{{DISPLAYTITLE: Personal Information}} = Overview = To access this screen: '''Nav: Customer > List''' Click on the ID of a customer. Click the '''Personal Information''' tab..."

2016-10-07T05:10:43Z

Created page with "{{DISPLAYTITLE: Personal Information}} = Overview = To access this screen: '''Nav: Customer > List''' Click on the ID of a customer. Click the '''Personal Information''' tab..."

New page

{{DISPLAYTITLE: Personal Information}}
= Overview =
To access this screen:

'''Nav: Customer > List'''

Click on the ID of a customer. Click the '''Personal Information''' tab.

[[file: Customer-personal-info.png|1200px|The Personal Information Sub tabs]]]]

The personal information screen is used to display information that is collected during the order process where an optional or feature module is used. Each sub tab corresponds to an additional feature.

The following sub tabs can be available to users under the '''Personal Information''' screen.

* 100-point Info
* Additional Finance related info
* Credit Check Info
* Personal Reference
* Employment Details
* Student Identification

If your company does not subscribe to these modules, the corresponding sub tab(s) will not be visible.

[[file: Personal-info-main.png|1200px|Personal Information main screen]]

=== Use Case Example ===
A service provider is required to collect 100-points of identification from it's customers for a higher-risk service type. The service provider subscribes to Emersion's 100-point check feature. Once Emersion enables the feature, the 100-point check screen is inserted into the order process and collects the information from the end user. Once the order is submitted, the 100-point check data and any associated documents (passport, drivers license, etc) can be found on the

For example, if your company subscribes to the '''100-point identity check''' feature, an end user may be asked to supply information supporting their identity during the order for a service. Once the order is submitted, the information can then be accessed from the '''100 Point Info'''sub tab.

== Access Controls ==

If a user cannot see a sub tab under '''Customer > Personal Information''', there could be two reasons why:

# Your company has not subscribed to the feature.
# The user does not have the correct permission or powers to view the page.

=== 100-point Info ===
=== Additional Finance related info ===
=== Credit Check Info ===
=== Personal Reference ===
=== Employment Details ===
=== Student Identification ===

← Older revision		Revision as of 05:26, 7 October 2016
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	Click on the ID of a customer. Click the '''Personal Information''' tab.		Click on the ID of a customer. Click the '''Personal Information''' tab.
−
−	~~[[file: Customer-personal-info.png\|1200px\|The Personal Information Sub tabs]]~~

	The personal information screen is used to display information that is collected during the order process where an optional or feature module is used. Each sub tab corresponds to an additional feature.		The personal information screen is used to display information that is collected during the order process where an optional or feature module is used. Each sub tab corresponds to an additional feature.

← Older revision	Revision as of 05:29, 7 October 2016
(No difference)

@@ Line 7: / Line 7: @@
 Click on the ID of a customer. Click the '''Personal Information''' tab.
-[[file: Customer-personal-info.png|1200px|The Personal Information Sub tabs]]]]
+[[file: Customer-personal-info.png|1200px|The Personal Information Sub tabs]]
 The personal information screen is used to display information that is collected during the order process where an optional or feature module is used. Each sub tab corresponds to an additional feature.