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Created page with "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 (d..."
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.
[[File:Customer portal.png|600px]]
== 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 ==
# Do one of the following:
#* In the [[Manager's experience]] landing page, click '''Create Portal'''.<br><small>If you don't have this button in your manager's project, simply use the option below.</small>
#* In Woodford, click '''New''' to create a new app project, then set '''Type''' to '''Portal User'''.
# Select dark or light mode for your portal, then click '''Next'''.<br>[[File:New portal wizard.png|400px]]
# Enter a name of the portal and click '''Create'''.
# Optionally, configure the portal:
#* Customize the portal colors to match the theme of your company.<br>[[File:Configure theme.png|600px]]
#* Configure the [[home screen]], reorder, add, or remove menu items.
#* Do all kinds of additional configuration as usual for app projects.
# 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 ===
# Go to Contacts and edit the contact who needs portal access.
# Enter a valid email address and click '''Enable Portal Access''', then click '''Save'''.
Your contact receives an email with login instructions.
[[File:Enabling portal access via manager experience.png|600px]]
{{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 ===
# Start the [[Admin Console]] and go to '''Data > Manage Data'''.
# Click the '''Contact''' entity and go to the contact for who you want to enable portal access.
# Verify that the email address is correctly set up, check '''Portal Access''', then click '''Save'''.
Your contact receives an email with login instructions.
[[File:Enabling portal access via admin console.png|600px]]
[[Category:Resco Cloud]]
[[File:Customer portal.png|600px]]
== 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 ==
# Do one of the following:
#* In the [[Manager's experience]] landing page, click '''Create Portal'''.<br><small>If you don't have this button in your manager's project, simply use the option below.</small>
#* In Woodford, click '''New''' to create a new app project, then set '''Type''' to '''Portal User'''.
# Select dark or light mode for your portal, then click '''Next'''.<br>[[File:New portal wizard.png|400px]]
# Enter a name of the portal and click '''Create'''.
# Optionally, configure the portal:
#* Customize the portal colors to match the theme of your company.<br>[[File:Configure theme.png|600px]]
#* Configure the [[home screen]], reorder, add, or remove menu items.
#* Do all kinds of additional configuration as usual for app projects.
# 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 ===
# Go to Contacts and edit the contact who needs portal access.
# Enter a valid email address and click '''Enable Portal Access''', then click '''Save'''.
Your contact receives an email with login instructions.
[[File:Enabling portal access via manager experience.png|600px]]
{{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 ===
# Start the [[Admin Console]] and go to '''Data > Manage Data'''.
# Click the '''Contact''' entity and go to the contact for who you want to enable portal access.
# Verify that the email address is correctly set up, check '''Portal Access''', then click '''Save'''.
Your contact receives an email with login instructions.
[[File:Enabling portal access via admin console.png|600px]]
[[Category:Resco Cloud]]