Customer Portal

In the Navigation menu, selecting Customers opens the All Customers page to review customer records.

Search box: Type any customer name (or partial) and click Search to find a customer record.

Each customer is listed in a grid with a quick-access clickable dashboard of five key Work Event statuses and the current number of Work Events in each status.

[Customer Name]: These are clickable links to access the respective customer record.

  1. Portal Settings tab
    1. Each Customer has a unique portal URL (as displayed in this tab for each customer record) where customers with subscribed (Approved Emails) may log into the site to review Work Event statuses.
    2. Click the Edit button to add an Approved Email and/or upload a Customer logo (sized around 250 x 50 pixels).