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ScryaHelp Centre

Adding customers

A customer is a person whose holdings you want to verify. Add them to Scrya first, then send them a verification request. Business Admins and Business Users can both add customers.

Add a customer

  1. Go to Customers.
  2. Click Add Customer.
  3. Enter the customer’s details:
    • First Name (required)
    • Last Name
    • Email
    • Date of Birth
  4. Click Create Customer.

Adding a customer doesn’t email them. If they don’t have a Scrya account yet, they get their invitation when you send their first verification request.

Add an email address if you can. Scrya can’t invite a customer who has no email address. Each email address can only belong to one customer in your organisation.

You can also add a customer while creating a request. In the Customer picker, choose Create new customer. Scrya selects the new customer for you once it’s saved.

Find a customer

The Customers page lists everyone in your organisation, newest first. Click a row to open Customer Details, which shows their personal information, account status, verification requests and change history.

In the request Customer picker, you can search by name or email. When you create a request from the Requests page, customers you’ve sent requests to recently appear under Recent.

Account status

Each customer’s status shows whether they can sign in to Scrya.

On the Customers listOn Customer DetailsMeaning
LinkedLinked AccountThe customer has a Scrya account and can complete requests.
InvitedInvitation SentAn invitation went out, but the customer hasn’t set up their account yet.
UnlinkedNo AccountNo invitation has been sent yet.
UnlinkedInvitation FailedThe invitation couldn’t be sent or delivered. Check the email address and try again.

Invite or re-invite a customer

Scrya invites a new customer automatically when you send their first request. To send an invitation yourself:

  1. Go to Customers.
  2. Click the send icon next to the customer’s status. Its tooltip reads Send Invitation or Resend Invitation. On a phone, tap the button with the same name.

Or open Customer Details and click Invite Customer or Resend Invite. The invitation goes out straight away.

These options only appear for customers who have an email address and aren’t linked yet. You can resend at any time.

If the email address already belongs to a Scrya account, Scrya links that account to your customer record instead of sending an email. You’ll see Account Linked.

What the customer receives

The invitation email has the subject “You’re invited to verify your assets with” followed by your organisation’s name. It contains an Accept Invitation & Create Account button. The email says the link expires in 24 hours.

If the invitation bounces, Scrya emails the person who sent it and marks it Invitation Failed.

For what happens on the customer’s side, see Accepting your invite.

Edit a customer

On Customer Details, click Edit, update the details, then click Save Changes. Only Business Admins can save changes.

Troubleshooting

  • There’s no invite option. The customer has no email address or is already linked. A Business Admin can add an email with Edit.
  • The invitation didn’t arrive. Ask the customer to check their spam folder, then resend it.
  • You see a reference such as ERR-XXXX-XXXX. See Error references.