Customer Portal Options
In the Customer Portal you currently show Tickets, Invoices, Estimates and Attachments.
I would like to request the option to allow Assets and Contacts to be shown in the Customer Portal... Assets at the very least in read only mode. They're mostly just text versions of documents anyway.
A secondary request would be to have an option to classify certain contacts as "managers" so they could see more data in the customer portal than basic staff. eg: Basic staff are tickets only and attachments or assets that aren't "manager" level, etc.
Also as an aside, the initial customer portal login page is mostly monochrome which will go with pretty much any logo colors, yet you have an orange Sign In header and bright orange Sign in button. I would suggest making those monochromatic as well to be more aesthetically pleasing.
Kevin Kindle
shared this idea
Assets have been added to the customer portal. We don’t plan to add contacts, but the data contacts can access are set by their Portal User status. If you associate a login with the Admin name, that Portal User can access everything.
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Jason
commented
I know this is an old thread but I have a relevant question I'm hoping can be answered. So after reading all the comments so far, it looks like we don't have the ability to make a contact at a customer a quasi-admin - able to see some things company-wide and not others.
For example. At one of our larger clients, they have in-house techs which routinely create tickets for us to handle IT service calls. Those people should be able to view all tickets in their company portal as well as any tickets created by company people, BUT they should not be able to see invoices, outstanding balances, etc. Is there a way to specify what information a person sees when logging in (as a portal user or otherwise)? It seems like right now it's either everything or just their tickets.
Thanks!
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Bob
commented
I agree concerning Assets. It would be nice to be able to allow the customer to at least see all of the tickets associated per Asset. I have many business clients who would like to easily see an overview of each Assets ticket history.
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AdminRajesh Agarwal
(Admin, RepairShopr)
commented
@mark -If there is a ticket under a sub contact, their portal link does not allow you to view things that aren't assigned to them. (Or it's a bug) If that is happening in some case, please email help@repairshopr.com
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Mark
commented
1. I can confirm that the asset for the customer goes to a blank page when clicking 'View All' while in the Portal.
2. I agree with/see a major issue with what the OP brings up in secondary request. When a contact from a Client creates a ticket via email, the response email includes a link to view their portal. However, it shows all information for the client (Invoices, Assets, etc), not just the user that created the ticket. Lacking is the ability to hide that from the end-user such that they can only see their ticket and/or tie an asset belonging to an Entity to an end-user of that Entity.
For instance, I have Client: Human Services. I have assets, contract pricing and other billing invoices under their customer information. A user from Human Services creates a helpdesk ticket via email and the resulting link in the email allows them to access the portal page of the Entity, seeing contract info, pricing, tickets created by other ppl, etc. We wouldn't want them seeing that a director/HR has requested a pull of their internet usage, etc.
3. Temporary work-around: a) Removed all portal links from my templates b) creating a portal user for a contact stops them from seeing everything but their tickets and all assets of the entity. For now, I'm just going to have users rely on the emailing of the tickets for submission/response. -
Hi Kevin -- We tested this and aren't seeing a blank page. Could you send a ticket on that to help@repairshopr.com?
Regarding showing additional fields, this is something we're still evaluating. Many RepairShopr users include passwords as custom asset fields or other sensitive data that even a Portal User account admin shouldn't have access to. We'll continue to consider this.
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Kevin Kindle
commented
Thank you for adding the ability to see the asset names to the customer portal, but that functionality seems pretty useless if the customer can't click the asset to see the details about it. Also if the customer clicks the "View All" it goes to a blank page.