Difference between revisions of "Client portal"

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[[File:Enabling portal access via admin console.png|600px]]
 
[[File:Enabling portal access via admin console.png|600px]]
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== Improving portal security ==
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To ensure that customers (clients) only see their own data, you need to update entity settings and also the Portal User security role.
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=== Updating entity settings ===
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# Start the [[Admin Console]].
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# Go to '''Data > Entities'''.
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# Click the entity where you need to restrict access, for example Incident.
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# Click '''More Settings''' to display '''Server Properties''' for the entity.
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# Set '''Ownership type''' to '''User'''.
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# As '''Customer Ownership''', select the lookup field that links to the customer, then save all changes.
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[[File:Client portal settings in admin console 1.png|600px]]
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Repeat this procedure for all entities that need restricted access.
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=== Updating security role ===
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# Start the [[Admin Console]].
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# Go to '''Resources > Security roles''' and click "Portal User".
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# Scroll down to the entity that you need to restrict, for example, incident, and set suitable permissions for portal users, then save all changes.
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[[File:Client portal settings in admin console 2.png|600px]]
  
 
[[Category:Resco Cloud]]
 
[[Category:Resco Cloud]]

Revision as of 15:59, 7 July 2021

Resco Inspections
Backend-specific
Innovations
Miscellaneous

Customer portals are special app projects that are available as a web app in a browser. A portal doesn't serve the employees of your organization - it serves your customers (defined in the contact entity). Your contacts can log in to your portal and access limited organization data that's relevant for them.

Customer portal.png

Availability

Customer portals are available on the Resco Cloud backend for organizations of the type Resco Inspections or Resco Field Service.

Creating a customer portal

  1. Do one of the following:
    • In the Manager's experience landing page, click Create Portal.
      If you don't have this button in your manager's project, simply use the option below.
    • In Woodford, click New to create a new app project, then set Type to Portal User.
  2. Select dark or light mode for your portal, then click Next.
    New portal wizard.png
  3. Enter a name of the portal and click Create.
  4. Optionally, configure the portal:
    • Customize the portal colors to match the theme of your company.
      Configure theme.png
    • Configure the home screen, reorder, add, or remove menu items.
    • Do all kinds of additional configuration as usual for app projects.
  5. Save everything and publish the portal project.

Enabling portal access for contacts

Before your customers can access the portal that you prepared for them, you have to grant them access. You have two options for how to do this: using the Manager's Experience, or using the Admin Console.

Using the Manager's Experience

  1. Go to Contacts and edit the contact who needs portal access.
  2. Enter a valid email address and click Enable Portal Access, then click Save.

Your contact receives an email with login instructions.

Enabling portal access via manager experience.png

Note You can also use multiselection: click and hold on a contact in the list to enable multiselection, then select the contacts and click Enable Portal Access.

Using the Admin Console

  1. Start the Admin Console and go to Data > Manage Data.
  2. Click the Contact entity and go to the contact for who you want to enable portal access.
  3. Verify that the email address is correctly set up, check Portal Access, then click Save.

Your contact receives an email with login instructions.

Enabling portal access via admin console.png

Improving portal security

To ensure that customers (clients) only see their own data, you need to update entity settings and also the Portal User security role.

Updating entity settings

  1. Start the Admin Console.
  2. Go to Data > Entities.
  3. Click the entity where you need to restrict access, for example Incident.
  4. Click More Settings to display Server Properties for the entity.
  5. Set Ownership type to User.
  6. As Customer Ownership, select the lookup field that links to the customer, then save all changes.

Client portal settings in admin console 1.png

Repeat this procedure for all entities that need restricted access.

Updating security role

  1. Start the Admin Console.
  2. Go to Resources > Security roles and click "Portal User".
  3. Scroll down to the entity that you need to restrict, for example, incident, and set suitable permissions for portal users, then save all changes.

Client portal settings in admin console 2.png