Configure Customer Portal

Set Up of Customer Portal

Here is an in-depth article about how to set up Customer Portals:

Customer Portal Links

If Customer Portal is configured as wanted, provide the Customer with their portal link to give them access to the modules and information granted to them. Customer links are found on individual Customer pages. Click the "GENERATE LINK" button to generate the Customer's portal link. Copy the link and send it to the Customer for them to access the portal. Click the link to see the Customer's view.

Note: To regenerate a link, click the garbage can icon next to the link and then click "GENERATE LINK."

Configure Default Customer Portal

Found in the Customer tile in the top right corner, "Configure Default Customer Portal" will bring you to a page that will allow you to configure what can be seen by ALL Customers with portal links.

Click the "+ EDIT PERMISSIONS" button to see all permissions that can be enabled and disabled. A red check indicates permission to the feature. No red check indicates no permission to the feature. You must "CONFIRM" your changes. You can also disable a permission through clicking the garbage can on the far right Action column of a permission.

Note: When two permissions are the same except one is plural, the plural permission is referring to the page/tile, the non-plural permission is referring to the individual items. Example: VIEW_WORK_ORDERS = access to the Work Order tile, VIEW_WORK_ORDER = access to information on individual Work Orders.

Configure Customer Portal

Found on the page of individual customers, "Configure Customer Portal" will bring you to a page that will allow you to configure what can be seen by the particular Customer and also allows default overrides.

• If Customer Portal defaults are not configured, you can configure the individual Customer's Portal just like explained above.
• These configurations will only apply to the particular customer.

Default configurations can be overridden. To disable a permission that is not desired to be seen by the particular customer but is enabled as a default, click the arrows under the Action column of a permission and see "Yes" appear under the Cancels Defaults column.

• You can also click the "+ EDIT PERMISSIONS" button and click the box of a permission until you see a minus sign.
  

To enable a permission that is NOT a configured default, check the box of the permission. It should say "No" in the Cancels Default column. If it says "Yes," the permission is disabled.

Extra Configurable Permissions

Here is what each extra permission does:

• VIEW_DEADLINES = access to view deadlines on various items
• VIEW_DESCRIPTIONS = access to view notes and descriptions on various items
• VIEW_FILES = access to view files on various items
• VIEW_PART_GROUPS = access to view part groups of parts on various items
• VIEW_PROGRESS = access to view progress bars within Work Orders
• VIEW_TREATMENTS = access to view the Treatment(s) of parts on various items

With full permissions, customers can use the Customer Portal to view:

• Quotes
  • Requires email sent before appearing in Customer Portal.
• Work Orders
  • Can view progression of parts through the shop.
• Certifications
  • Requires email sent before appearing in Customer Portal.
  • Purchase Orders
• Shipping
  • Requires email sent before appearing in Customer Portal.
  • Can view shipping status.
• Invoices
  • Requires email sent before appearing in Customer Portal.
• Quality
  • Requires email sent before appearing in Customer Portal.
  • Can view RMAs and NCRs.
• Messages
• Contact Vendor
• About Steelhead

Customer Portal Stages

You can set up stages that will appear as a status bar in the Customer Portal, displaying part progress through your shop. Customers can view this by entering into active Work Orders.

Every Customer Portal will display the default stages, but you can configure the stages further by adding more steps into specific Customer Portals.

Here is a video explaining Customer Portal Stages.