A default Roughcheck installation is secure ensuring your clients' data stays confidential. To be useful outside a narrow default, additional permissions can be added as required.
Successful Roughcheck assessments work best when the workflow is configured to follow your customers interaction with your organisation.
Implementation tasks
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Security: Roughcheck Permissions
Typically for a short, single topic, pre-sales question and answer page.
Easing the customer path through various products and service option with a recomendation based on their responses to your questions is an easy way to help customers make better informed choices.
Implementation tasks
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Security: Roughcheck Permissions
Typically for a question and answer session where visitors are likely to return either with more information or after having completed a task.
Also useful in a telesales environment where an assessment is started over the phone and emailed for completion or a report.
Implementation tasks
Menu items
Security: Roughcheck Permissions
Typically where multiple actors are involved or where an anonymous demo is converted into an account user.
Implementation tasks
Menu items
Security: Roughcheck Permissions