The Organilog interface offers a portal for your customers. This portal allows your customers to view documents such as quotes, invoices, intervention reports, tickets, etc.
Customers can also create intervention requests or addresses.
Enable Client Portal
Depending on your preferences when registering, this interface may be disabled by default. To activate it, go to the settings, "Clients" section, then select "yes" for "Enable customer interface access" option.
Then save this setting.
Access to Client Portal
To access a customer's page, go to the "Customers" menu, then view the customer record. A "Client interface" tab is available (if the interface has been activated). Within this tab, it is possible to customize the username and password which are predefined by default, by those of your choice.
Once the username and password have been selected, you can access the client interface using the "Open the client portal" button (to the right of the word "Access"). This opens a tab to access this interface. You can also right-click on this button and select "Copy link address", in order to give the link address to your customer.
Tip: add an email to your customer then save the form. Return to the "Client Portal" tab. You will now have a button that allows you to send the login access by email to the customer.
Overview of the customer interface
After opening the address of the customer interface on a browser, you will access a login form. This secures access. It is advisable to use the identifiers defined previously to connect.
Tip: add a logo to your company account so that it is visible on the interface.
Once connected to the interface, it is possible to access several types of information, such as quotes, invoices, interventions, etc ...
It is possible to customize the header message and the different accessible tabs. Similarly, customers may have a form to create a ticket, directly from the interface ("Tickets" tab).