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What does the Customer Portal look like?
What does the Customer Portal look like?
To view the customer portal, navigate to People > Clients and View a client. Then click View portal in the Customer Portal section.
What remarks are visible in the Customer Portal?
What remarks are visible in the Customer Portal?
Only published remarks appear in the Customer Portal, allowing time for review before they become visible to customers. A remark is considered published if it is included in any published reports or manually published.
To publish remarks manually in bulk, navigate to Customer Data > Remarks. Then select the applicable remarks and click Edit [X] Remarks. In the new popup window, select Mark as published in the Published dropdown and click Apply Changes.
Does the Customer Portal display information for inactive properties?
Does the Customer Portal display information for inactive properties?
Inactive properties are NOT visible on the Customer Portal.
Can certain elements/features be hidden on the Customer Portal?
Can certain elements/features be hidden on the Customer Portal?
The visibility of the Activity Report, Defect analytics panel, Routine activities panel and Service calls panel can be adjusted for
A Customer Portal: click Customise when viewing the Customer Portal to enable and disable specific features.
All Customer Portals: Navigate to Control Panel > Customer Portal, tick or untick certain features and click Save.
How to reset password or resent an expired invitation to the Customer Portal?
How to reset password or resent an expired invitation to the Customer Portal?
Send invitation to the client again via the the Client page or Send welcome email to the user linked with the client.
Additionally, clients can be invited to the Customer Portal in bulk which sends the invitation. Navigate to People > Clients. Then select the applicable clients and click Edit [X] Clients. In the new popup window, select Invite in the Portal access dropdown and click Apply Changes.
What documents are visible on the Customer Portal?
What documents are visible on the Customer Portal?
Documents stored in the a folder called "public" are visible on the Customer Portal.
If uploaded on the client page, the client can view them by clicking Documents.
If saved against a property, they are available on the Property page.
How to provide multiple people with access to the same Customer Portal?
How to provide multiple people with access to the same Customer Portal?
Only one user can be linked to a client for Customer Portal access. To grant access to multiple users, set up a Client Group:
Create users with Customer license without any Security Group selected.
Create a Client Group with the same name as the client and select those users in the Accounts field.
Send Welcome Emails to the users.
This setup allows multiple users to view the Customer Portal through the Client Group.