Intro to Customer Profile Photos

Summary

In this guide, we will show you how to enable/disable Customer Profile Photos.

This feature enables customers to have a photo attached to their account. This allows FOH staff to verify the identity of incoming customers.

  • Admin can enable/disable customer profile feature
  • Admin can configure staff permissions
  • Admin can manage profile photo notification
  • FOH can upload, take, crop and delete a customer photo

Step by Step Guide

1. From the home page, go to the System Configuration module.

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2. Click on Settings

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3. Click on Manage Settings

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4. Select the Customers from the Category dropdown

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5. In the Name search box, type in Profile Photos and click on Edit on the right hand side

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6. Select Yes to enable (or No to disable) and click on Save

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7. Go to the Customers module and search for the customer you wish to add/update/remove the profile picture for.

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8. On the top left corner, click the pen Icon.

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9. You can either take a new photo with the webcam or choose one from your photo gallery.

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10. Adjust as needed and click on Crop and Save

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The photo will then appear on their account.

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Please note: If disabled, photos will be deleted after 30 days (photos should be hidden and just appear as placeholders, but behind the scenes they’re kept for 30 days) - however if the feature is re-enabled within those 30 days, the photos will be restored.

 

Configuring staff permissions

  1. Admin user navigates to System Configuration and then Security, to select a staff role.
  2. As part of the ‘customers' module, the admin user can tick or untick the box to allow the selected staff role access to profile photo management.

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Managing profile photo notification (available from December 28th 2022)

If set up, customers will see a banner notification on their profile to remind them to upload a photo. Admin users can configure the details of this.

  1. From the same place, System Configuration->Settings->Manage Settings-> Customer Category, search for Notification reminder for uploading profile photo and select one of the following options:
  • never
  • countdown (specified number of days or less if customer uploads a photo before)
  • indefinite (or until the customer uploaded a photo)

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     2. If ‘countdown’ is selected, users can specify the number of days the notification will be displayed for via the setting Days until profile photo reminder is dismissed automatically

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