Description
In this training module, you will learn how to use the Powered by Jumbo admin platform to manage customer’s accounts.
This module covers everything that a standard support operator or call centre agent would need to know to service customers requests and maintain customer accounts.
What You Will Learn
This section will outline the following processes relating to Customer Accounts:
- Creating an account for new customers
- Searching for existing customers
- How to view a customer’s profile
- Administrator actions
- Editing a customer details
- Making a manual deposit or withdrawal
- Setting limits on a customer’s account
- Managing a customer’s account
- Unlocking or locking an account
- Resetting a password
- Adding a note to a customer’s profile
- Managing a customer’s email subscriptions
- Deactivating or reactivating an account
- Banned customers
- Restricted countries
What You Will Need
- A computer with access to the internet and Google chrome installed
- An account for Powered by Jumbo admin with the correct role and capabilities
- Access to Powered by Jumbo admin