Adding Contacts (Contacts Tab)
You can maintain a list of key people from the connection using the Contacts tab. These contacts are stored for record-keeping and can later be invited to access the Customer Portal.
Steps to Add a Contact:
Go to Asset Hub > Connections and open the desired connection.
Navigate to the Contacts tab.
Click the “+ Add Contact” button.
Fill in the following fields:
Full Name (required)
Email (required)
Job Title or Function
Landline
Phone Number
Click “Add Contact” to save the contact to the list.
These contacts are stored for internal reference and can be granted portal access later.
Inviting Contacts to the Customer Portal (Customer Portal Tab)
Note: The Customer Portal tab will only be visible if your organisation has purchased the Customer Portal add-on.
In this tab, you can invite selected contacts to access shared assets, raise requests (Work Orders), and track their status.
Steps to Invite a Contact:
Open the Customer Portal tab in the connection.
Click on “Invite Contacts”.
In the right drawer, choose one of the two options:
New Contact (default)
Fill out the contact details. The contact will also be added automatically to the Contacts tab.
Add Existing
Select an existing contact from a dropdown of contacts already listed in the Contacts tab.
Click “Invite Contact” to send the invitation.
Once the invited contact signs up, they will:Gain access to the shared assets assigned to the connection.
Be able to raise and view requests (Work Orders) related to those assets.
Managing Portal Access and Shared Asset Visibility
To remove portal access from a contact:
Click on the ellipsis (⋯) next to the contact in the Customer Portal tab.
Select “Remove Access.”
Once removed, the contact will no longer be able to access shared assets.
To control what asset attributes are shared:
Use the Asset Attributes selection section in the Customer Portal tab.
Check or uncheck specific attributes (e.g., documentation, parts, 3D models).
Click “Save Changes” to apply your selections.