Create / Update a Customer

How to Create a New Customer in Risk Warden

Follow these steps to set up a new customer in Risk Warden:

1. Access the Customer Creation Page

• Click the Customer Icon at the top of the page.
• Select Create from the options.
  
  

2. Check for Existing Customers

• Enter your contact's email address in the search field and press Search.
  • If the email domain is already in Risk Warden, you can select it or proceed to create a new customer.
• If the customer does not exist, click the Create New Customer button at the bottom of the form.
  
  

3. Complete the New Customer Form

• Fill out the mandatory fields marked with a red asterisk (*).
• Enter the name and email address of the primary contact.
• Determine the Customer Designation. This answer will determine where the end customer sits and whether supply chain management is needed. 
  • Direct customers - a payment option can be applied to the current customer record so that you can conduct work for them.
  • Indirect customers - the current customer record you are adding is part of a supply chain, and the end customer is down the chain. For example, your customer is an FM company, and their customer is the end customer. 
  • Both - if you need the ability to conduct work for both the current customer record (direct) and their customer(s) (indirect)
• To add more contacts to the account, click the green Add New Contact button.
• Note: The customer name will automatically populate the first line of the address field. You do not need to include it in "Address 1."

5. Supply Chain Tiers: this will only appear if you select Indirect Customer or Both from the Customer Designation field.

Supply chains are input based on the current customer, up the chain to the end customer you need to work for on behalf of another company. 

1. To add a supply chain tier, click the "Add new supply chain tier" button
2. Use the search box to search for existing companies by the name of the company or website URL, then click the Search button.
   Note: This saves you time, prevents duplicate accounts, and keeps customer information in a single account.
3. Company Found? 
   • If the company exists, it will appear in the list. If it does, simply hover over the company name and then click the "Select Company" button. This will import its details into the form. 
   • If no match is found, click the "Create New" button.
4. Select the Tier Type based on what the current supply chain tier represents, and enter the Company Name and Website. 
   Tier Type options/instructions: 
   1. Supply Chain Party: this is another company in the supply chain, but it is not the company for which you will be performing the work (risk assessment, report, strategy, etc.).
      • Contacts are optional. If you add contacts to the list, they will receive an email invite to join the Risk Warden platform.
      • Continue adding Supply chain sublevels until you reach the end customer for that tier, then follow 5. d. b. below. 
   2. End Customer: This is the company that will ultimately receive the work risk assessment, report, strategy, etc., you are conducting on behalf of another company. 
      • Complete the Address
      • Contacts are optional. If you add contacts to the list, they will receive an email invite to join the Risk Warden platform. 
      • Follow the Choose a payment option section below.

5. Set Up Assessable Areas

• By default, the Auto Generate Estate slider will create an assessable area for the property.
• Once completed, the property and assessable area will appear under the Customer Icon.

You're all set! Your new customer is now ready to use Risk Warden.

Choose a payment option

• Decide if the customer will have a Risk Warden account or only receive PDFs:
  • PDF Only: Leave the slider set to No, PDF Only.
    • 1 PDF Credit = 1 assessment/reassessment. Costs vary depending on the number of credits purchased at any one time. Please refer to the Credit FAQ for details.
  • Paid Subscription: Switch the slider to Yes.
    • Select the subscription plan, number of seats, and assessments needed. Use the Help Me Pick a Plan Calculator to determine the best plan. (Note: This tool provides recommendations based on your responses to the questions. Please consider the plan/option that best suits your business needs.)
    • The subscription will activate immediately upon saving the customer.
• Practical Example: A customer with one building and 50 employees:
  • PDF Only:
    • Requires 1 PDF credit per assessment (costs vary depending on volume)
  • Paid Subscription on the Risk Essentials Plan
    • The customer gains full access to task management, findings, reports, etc.
    • They can invite employees to assist with tasks.
    • Costs vary depending on the number of properties.