Step by step
- Open the customer and choose the tab Details & portal logins.
- In Customer portal logins, open + Invite someone at <customer>.
- Enter their Email and Name and press Send invitation. They get an email with a link to set a password.
- Or, from Team › Engineers & team › + Invite someone, choose the role Customer portal and the Company they belong to.
What they can see
Only their own company's machines, service calls, toner, readings and issued invoices, never other customers'. They show on the team list with the role Client (view only) and their company name; choose Customer portal in the role list to see them all.
Changing it later
A customer login cannot be turned into a staff role. To stop their access, press Turn off next to them in Customer portal logins on the customer's page; Turn on gives it back. Send sign-in link emails a fresh link.
Works together with
- The customer portalYour customers sign in to see their machines per site (status, toner, last readings), their service calls with the engineer's visit, the toner sent and their invoices. They can send meter readings, report a fault with a photo, order toner and pay online.
- Customer portal loginsOn a customer's page you see who at that customer can sign in to the customer portal, invite more people, send a fresh sign-in link and turn access off or on.
- Invite someone to the teamGive an engineer, dispatcher, admin, owner or customer a login: they get an email with a link to set a password.
- The customer pageOne page per company, in tabs: sites, machines and contacts (or, for a client, their customers and machines), jobs and quotes, contracts and invoices, and company details.