Set up customer portal

Introduction

The Customer Portal is a standard web page application that provides a platform in which your customers can view the details of projects in which they are the selected customer. Only charge, not cost, information will show up and they will not be able to edit any details. Visibility of each project can also be set on an individual project basis.

How to set up the Portal for your customers

Invitation to Customer Portal

For a customer to access the Customer Portal, they need a unique Auth ID and the TidyWork URL that will be necessary for user registration. This can be sent automatically via an invitation email directly from TidyWork.

Check the Customer Portal checkbox and the Email link on Save? checkbox and specify the customer email address on the customers edit page. Click save on changes and all necessary details will be sent to the customer for registration.

The customer can click the link within the invitation email and enter the URL and Auth ID. The customer will then be able to see the details of a project.