Give your customers the transparency they expect around their jobs and/or assets through a login portal, created exclusively for them to browse through.

Besides, you can also provide them with the facility to report problems on the asset or site upon which a new job will be automatically created through their customer portal account.

Accessing the customer portal option

STEP 1 From the main menu bar on the left panel, select the Customers icon.

In the Customers workspace, lookup the customer that you want to enable the portal for.

TIP: Check if the customer's email address is filled out and is a valid one. This will ensure that once you enable their portal access, an activation email will be sent out to the customer on that email address. From there on, the same email address will be set as their username to log in and access their own Loc8 account.

Next, click the option to turn on the customer portal.

Configuring the customer portal access

While enabling the portal access, configure the areas the customer needs to view.

This could be totally based on the customers requirement - they might want to see only jobs or only assets or both. They may also want to independently report issues on their problem assets.

You have now provided the customer with their own portal.

The process is complete when the customer receives an activation email on the specified email address and they have activated it.

The intermittent stage will be indicated on the customer inspector as shown below:

If at this point you want to resend the activation email or disable the portal access , click Portal access pending for more options.

To know what happens at the customer side, read the article View Jobs and/or Assets through Personalised Customer Portal.

Did this answer your question?