Step 1: Creating a Customer
Navigate to Customers then click on the + Add icon in the top right of the screen.
Add in as much information you have on your customer. Then scroll down to the bottom of the customer screen or click on the right hand side “Customer Portal Access”.
Click on “Give Access” and then below where it says “Live View” choose what options you wish your customer to see in the portal.
Can View Jobs
Can View Site Pictures Gallery
Can View Vehicle Site Visits
Can Filter Geofence Highlight By Service
Service Details: Can View Service Name / Can View Pictures
Click Save.
Step 2: Attach a Customer to a Site
Find the Site in your Sites list that you wish to attach the customer to if you have not done so already. Select the customer from the dropdown menu in the Site details and click Save.
Step 3: Give Customer Access to the Portal
Navigate to Customer Users and press the + Add to add a new customer user.
Select from the list of customers which one you wish to give access to the customer portal.
Add their name, email address, and a generic password (note: they will not need to know this information to access the portal).
Next, select the site or sites you wish to give them access to.
Note: They must first be attached to a Site as outlined in Step 2 in order for the sites to be listed in the drop down menu.
Click Save.
Step 4: Activate Portal Link
Once the user is created, you will see an “Enable Login Via Link” button in blue. Once the link has been generated, you can copy that link and send it to them in an email to view their sites.
Expiration: Customer portal links will expire in 6 months from time of activation and will need to be refreshed.
Refreshing: If the link fails or expires, you can refresh the link and send it again. If another user is added to the portal, the link will also need to be refreshed.
Control: You can disable the link at any time.
Adding Multiple Users to the Customer Portal
First, create a new customer; the new customer will become a user under a primary customer. Identify which customer will be the primary and follow Step 1 for creating a customer. Locate your primary customer, navigate to Users, and then click Add to add the customer to the primary.
Customer View Experience
Opening the link will show the sites on a map. Customers can:
Select Date Range: View dates of service. Completed services will show the Geofence Green if they were serviced during the date range selected.
Site Details: Clicking on a specific site will open a detailed list of the services completed.