NOTE: Requester Portal is only available for Premium and Enterprise Plans
βWeb:
Go to Settings tab
Under Organization Settings, click Features
Under Request Portals, toggle on Request Portal Module
Click Go to Requests Portal
In top right corner, click +New Requests Portal
Complete form:
Give it a Name: Name Portal
Welcome Text: Add text Requesters will see when creating requests
Description Placeholder: Give instructions to Users regarding information required when submitting request
Who handles support for this portal: Add email address of Admin who approves and denies requests
Portal Settings: Select appropriate options regarding email notifications
Click Next
At Bring Your New Portal to Life screen:
Assign a Location: From drop-down menu, select Location of new Work Request
Assign an Asset: From drop-down menu, select Asset related to new Work Request
Click Create Portal
At Confirmation window:
Select Copy Link: Only Users with link can access Portal
OR
Select Print QR code to download, print, and attach QR code for Users to scan and access Portal
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