Customer User Accounts

Before anyone at your customer’s location can use your Customer Portal a ‘Customer’ user account must be created for each individual user in your HQ within Admin/Users with a role of Customer, access to their company (if you have many in HQ), their location(s), and enabling what permissions you wish the customer user to have the ability to do (i.e., Allow customer to sign completed work orders, allow customer to view company owned equipment, view service history, etc.). Click here to learn more about creating accounts in HQ. NOTE: You can also use the 'Invite to Customer Portal' feature within Admin>Location Contacts>Location Contact Details. Click here to learn more about Location Contacts.

Upon creation of the customer account, the respective user will receive a “Welcome to…” email, which includes your customer portal URL and a button to begin “Set up account”.