The Customer Portal is an optional feature that provides more advanced functionality for your customers. The Customer Portal requires your customers to have a username and password (that you manage) in order to access it.
The Customer Portal allows your customers to create Work Orders directly in your BlueFolder account. Users can also view a history of all of the Work Orders associated with their company, whether created by them or by your employees.
- view service contract usage
- access shared files and links
- view equipment/assets lists and items
Go to Settings > Customer Portal to customize a variety of features of the portal, including:
- tabs displayed
- optional fields and columns
- logout redirect (this could be your website)
You are responsible for managing the login accounts for your customers who use the portal. Each login account must be associated with a contact record from one of your customers. You can easily add, edit, and remove logins from Settings > Customer Portal > Manage Users.