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. If the email does not arrive, copy the one-time sign-in link shown under the form and send it yourself.
- To send a new link later, press Send sign-in link next to the person.
- To stop someone's access, press Turn off and confirm. Turn on gives it back.
Who can do what
Everyone in the office sees the list. Only owners and admins can invite, send links and turn access off or on.
The same people are listed under Team › Engineers & team with the role Customer portal.
What a portal login can see
Only this customer's machines, service calls, toner, readings and issued invoices. A person at a client company sees the machines it owns at its customers' sites and the calls it sent you.
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.
- Give a customer portal accessInvite someone at a customer to the customer portal, where they see their machines, service calls, toner and invoices, send meter readings, report faults and order toner.
- 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.