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Settings

Overview
Personal Settings
General Settings
Account/Subscription
Users & Permissions
Mobile
Email
Customer Portal
Web Requests
Import/Export
Integration
New Portal UserReturn to user list

Each portal user must be associated with a customer contact record.

Customer & Contact Details
Customer:
Contact:
Contacts that are already portal users are not listed.
Status:

Login Information
Email:
Updating this email also updates the email for the contact.
Username:
We recommend using the contact's email address as their username.

Permissions
 

Creating Work Orders:

Location for new Work Orders:

Contact for new Work Orders:

Choosing Equipment for new Work Orders:

Viewing Work Orders:

Editing Work Orders:

Invoices:

Paying Invoices:

Viewing Equipment:

Adding Attachments:
  Upon saving, an account activation email will be sent to this user.