For users with access within the app, the Customer Community is available as an option in All Applications within the app Menu.
To access the Customer Community application:
- Login to Engage > 'hamburger button' > All Applications
Fig.1 – Hamburger button and All Applications Options in the Fourth App
- Select Customer Community, as per Fig.2
Fig.2 – Customer Community app icon under All Applications
The Fourth Customer Community homepage will then display.
If the user has previously registered on the Customer Community with the same email address as their Fourth app username, they will be logged in as their pre-existing Customer Community user.
If pre-existing Community user details do not exist, then the system will create a user automatically. The new user will be prompted to select an Account, which will most likely be the Location that the user is currently at. The system will automatically load available Locations/Accounts.
Please Note: The Terms and Conditions of the Customer Community must be accepted by the user before they can access the Customer Community. The user will be prompted to accept the Terms and Conditions if they have not already been accepted.
Fig.3 - Fourth Customer Community homepage
Who has access to the Fourth Customer Community in the Fourth app?
Access to the Customer Community app is explained within the table below.
|User Solutions||Access to Customer Community app||How?|
|Purchase-to-Pay & Inventory only (no Workforce Management solutions)||Yes||Customer Community app is available to all users as a default|
|Workforce Management core solution(s) (including users with or without Purchase-to-Pay & Inventory solutions)||Yes. Fourth’s recommendation is for users with access to any core solutions to have access to the Customer Community in the Fourth app||Customer Community is not available as default. Access is driven by permission in Workforce Management core solution (detailed below)|
|ESS/My Schedule only||No. Fourth’s recommendation is for end users (without access to the core solution) not to have access to the Customer Community. The level of functionality in these apps is very limited, and the Customer Community would only create more confusion than help.||Customer Community is not available as default.|
Please Note: The Customer Community is currently not available on the app for customers hosted on US-based servers with the Fourth app.
Adding the Customer Community app via Permissions in Workforce Management
For Workforce Management users, the Customer Community app is assigned through the permission on the core solution. It is recommended that the permission is applied at the Access Level, where it will then apply to all users and the Access Level template.
To do so, navigate to the Module Permissions for the desired Access Level:
- Go to HR > Company Admin > Access Level Hierarchy
Select a Hierarchy, which will open out into the various different levels that are set up
- To check which employees are in the Access Level, select View on the right hand side of the screen
- To return to the Access Level Hierarchy list, select Return to Edit Hierarchy
- Select the desired Access Level
- In Module Permissions, go to HR Module
- In the Access Level drop-down menu, select the required Job Title to be given access to the app
- Select Edit
Fig.4 - Access Level in core Workforce Management Core Solution
A list of Permissions will display.
- Tick the Customer Community from Fourth App box
Fig.5 - Permission in Workforce Management Core Solution
The Customer Community app will now be available for users within that Job Title/Access Level on the Fourth app (as seen in Fig.2).