Users-Customer Portal

The Users section is where your customer can create their internal users. To view the user details, click the respective first name or click the three vertical dots and select Details.

Like that of HQ, there are icons throughout the portal that allow users to enable/disable filters, to export the data in the table to a .csv file, and to hide/unhide and arrange the columns in the table and to create a new user click the plus sign (+). NOTE: If the relevant user does not have permissions to Customer Admin in HQ in their account details, they will not see the Users menu.

Customer Accounts

For those who have Tinnacity's Customer Portal, your customer account permissions is determined by your Customer Portal Admin.

Customer Admin - By activating the Customer Admin feature, your customer gains access to the 'Users' menu within the portal, allowing them to seamlessly create new user accounts with equivalent or lower permission levels as their own. It's important to note that users with approval capabilities limited to, for instance, $1,000, won't be able to set approval thresholds beyond their assigned limit. Additionally, they won't have the authority to extend access to other locations.

Sign Work Orders - Enabling Sign Work Orders grants the customer the authorization to sign and complete work orders that the technician has left in 'Customer Review'.

View open and active work orders - Enabling this option grants the customer the authorization to be able to view open and active work orders. This includes seeing, when applicable, parts added, work performed notes, travel and/or labor hours, attachments (if enabled). NOTE: In HQ, Company Settings/Customer Settings, you can choose what is visible to the customer (must have a role of an Account Owner to access).

View work order history - Enabling this option grants the customer the authorization to view all work orders history. This includes seeing, when applicable, parts added, work performed notes, travel and/or labor hours, attachments (if enabled).

View dealer-owned equipment - Enabling this option grants the customer authorization to view all equipment marked as 'Company Owned' in HQ that are assigned to their location(s).

Allow Quote Approval - Enabling this option grants the customer authorization to Approve/Deny quotes with a status of Needs Customer Approval in HQ/Quotes. If the quote amount is entered and is less than or equal to the approve quote amount (see below), the quote will include a Accept/Deny button within the quote details. NOTE: If disabled, they will only have view access to quotes.

Approve Quote Amount Limit - Setting this value grants the customer authorization to approve quotes with equal to or less than the dollar amount assigned to the quote request.