Client portal

Warning

This feature has been discontinued and is no longer available. If you have questions, contact your business development manager at Resco.

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.

Availability

Customer portals are available on the Resco Cloud backend for organizations of the type Resco Inspections or Resco Field Service. Also, the organization must be created after portals were introduced in release 14.0.

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.
   
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 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.

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.

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.

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.