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The Customer Portal Overview

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.

Features

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.

Other features:

  • view service contract usage
  • access shared files and links
  • view equipment/assets lists and items

Customization

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)

Manage Logins

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.

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