Customer Portal

From here, you can click on the Primary Color bar to select, or enter the Hex # of, your company's primary brand color. Do the same for the secondary color. After each change, click the Save (floppy disc) icon. You can also click the circular arrow icon to revert to the default colors.

When you click Save, the colors you've selected will be displayed in concert with your Company logo and contact information every time your Customer views the Customer Portal:

Invite Customers to View their Portal

In the Customers Dashboard, click on Portal Users in the sidebar menu. Then click "+PORTAL USER".

From the drop-down list, select or type in the name of the Customer you'd like to give access to.

Select the checkbox next to the name of every individual Contact you'd like to invite, and add the email addresses of others at that Company who you'd like to add as well. Click "ADD USERS TO PORTAL".

From your Customers Dashboard, click on any Customer, and click their Access Link, to view the Portal from their point of view. This link will not work for someone who isn't logged in under their own approved username and password.

When your Customer accepts the invitation to view their Portal, you will receive a notification in the Customers Tile, and you will still have the option to allow or deny them access to their information, in the Set Status column.

Set Viewing Permissions

From the Customer Dashboard, click on Configure Default Customer Portal. From here you can click "+EDIT PERMISSIONS".

Select which information fields your Customers might receive your permission to view. Click "CONFIRM".

Then from the Portal Users sidebar menu, click on the three-dot icon to the right of one Customer.

This allows you to allow or deny access to certain information, for that one Customer.

In the Portal Users page, you can also block access to any Company, at any time, by clicking the Block User icon in the "Actions" column:

Editing Permissions

You can also edit Customer Portal access permissions from your Customer Dashboard. Open one Customer's page, and click on Configure Customer Portal. Here you can click on "+EDIT PERMISSIONS" to allow or block access to any information showing from the default settings.

Post News and Announcements

You can post announcements you'd like to share with your Customers, such as expanded operations or business milestones, within the Portal for all to see.

From the Steelhead Homepage, in the Sales Section, click the Customers Tile. In Customer Settings, click on Configure Default Customer Portal, then click the pencil icon next to Portal Announcement.

This will bring you to a text box where you can create announcements using the text formatting tools (Headlines, bold, italics, etc.) reviewed in the Markdown Cheat Sheet, which is accessible through the clickable icon on the right.

When you click "SAVE", the announcement you've created will be visible to every one of your Customers who views their portal:

With all Permissions enabled, the Customer Portal has 10 modules:

Quotes

This is a list of all the Quotes associated with this Customer. In order for a Quote to be listed it must first be sent through email.

Work Orders

This is a list of all the active Work Orders associated with the Customer. Completed Work Orders can be viewed using the "View Completed Work Orders" link in the top right corner of the page.

Individual Work Orders can be set to show the progress of Parts:

To set up Part progress bars:

1. Set Tags on Process Nodes that you would like to be included in the process bar.
2. Navigate to Configure Default Customer Portal or Configure Customer Portal (shown in the Set Up section above).
3. In the Default Customer Parts Stages or Customer Parts Stages section, select "+ ADD STAGE".
4. Select the Tag you would like to make a Stage. Name the Stage. Select or don't select the Show Multiple check box.

5. Click the "CONFIRM" button to save Stage.

• The Work Orders list on the Customer Portal to be quickly switched back and forth between "Active" and "Completed" Work Orders.
  • This will allow you to quickly keep track of their order status.

Certs

This is a list of all the Certifications (Certs) associated with a Customer, along with related information. In order for a cert to appear here it must first be sent through email. Master Certs are also found in this module. Get to the Master Cert page by clicking the "View Master Certifications" in the top right corner.

Purchase Orders

This is a list of all the active Sales Orders associated with a Customer, along with related information.

Shipping

This is a list of all the Packing Slips associated with a Customer, along with related information. Also in this module are Bills of Lading. Click "View Bills of Lading" in the top right corner to access them. In order for Packing Slips and Bills of Lading to appear in this module, they must first be sent through email.

Invoices

This is a list of all the Invoices associated with a Customer. In order for an Invoice to appear listed it must first be sent through email.

Quality

This is a list of all the Quality Management System (QMS) reports associated with a Customer, currently limited to:

• Non-Conformance Reports (NCRs)
• Return Merchandise Authorizations (RMAs)

In order for a QMS document to appear listed, it must first be sent through email.

Messages

This is a Chat window where you can leave messages for the Customer. The Customer cannot currently send messages in return. To send a message to the Customer, open the Customer in Steelhead, enter a message in the Customer Portal Messages field and click the "INSERT" button. That message can now be viewed in the Messages module.

Contact Vendor

This is the contact information for the Vendor, the company who runs the Steelhead account. This information pulls from Company Contact Info found in Domain Settings.

About Steelhead

This is some more information about Steelhead Technologies that your Customer will be able to view easily.

PDFs

PDFs are accessed by clicking the "OPEN PDF" button in the top right corner of an item on one of the many lists in the Customer Portal.

Here are the PDFs accessible by Customers once sent by email:

• Quotes
• Certs
• Packing Slips
• Bills of Lading
• Invoices
• Quality Hold Documents
• Non-Conformance Reports
• Return Merchandise Authorizations
• Sales Order Acknowledgements