You can create a user for a customer using their email address so they can login to the online customer portal. Each user is then assigned to the companies within Service Manager that they are able to see, as soon as you add the first company for a user they will be sent an email verification for their account. Once verified, the customer will be able to login to the portal here.
Creating a user
- On the home page, choose Security from the Administration menu
- Click on the Portal Users tab
- Click New
- Enter a name and email for the user. You can also use the Permissions checkboxes to control what the user can see when they’re logged in.
- Once you have entered all of the user’s details, click Save
- Now the user has been saved, you can add Organisations to their account.
Adding an organisation to a user
- On the home page, choose Security from the Administration menu
- Click on the Portal Users tab
- Use the search window to find the user that you want to add an organisation to
- Select the Organisations tab
- On the toolbar, click the Add Organisation button
- In the popup, you can use the search filters to find the organisation that you want to add to the user. If you add a contractor or customer, the user will also be able to access sites etc beneath them.
- Once you have selected the organisation that you want to add to the user, click the Ok button
When you add a user’s first organisation, they will be sent a verification email which they can use to create a password and access the portal.