Customer Portal Enhancements
We’re introducing powerful new updates to the Customer Portal, making it easier to manage facility access and documentation sharing.
New Features
Facility Portal Access Visibility
Instantly see which customers have portal access from the facility list.Facility-Level Visibility Settings
Configure portal access per facility by toggling visibility for:Machine documentation
Production line documentation
Preventive maintenance events
Bulk QR Code Management
Activate or deactivate QR code access for multiple machines at once. The QR code list now includes machine name and serial number for better identification.Improved QR Code Visibility
Machines with QR codes now display a QR icon directly in the list. Click it to view or print, no need to open the machine detail view.Enhanced Work Order Details in Portal
Finalised procedures are now visible on the main Work Order detail screen, not just under WO history.
These improvements streamline portal management and save valuable time for both OEMs and customers.
Assign Parts to Machine Templates
You can now assign parts directly to machine templates, ensuring consistent part configurations across all machines created from a template.
Key Highlights
Part Inheritance
Parts assigned to a template are automatically included with all machines created from it.Editable Per Machine
Once edited, the parts list becomes independent of the template for that machine — future changes to the template won’t apply.Same Behaviour as Image/Description Editing
Similar to how editing an image or description detaches a machine from the template.
Note: Documentation still cannot be edited at the individual machine level.
Internal Note Attachments
You can now add attachments to internal notes, just like in external chats.
Supported File Types:
.png,.jpeg,.csv,.pdfMobile Compatible: All attachments can be viewed on the OEM mobile app
This update improves internal collaboration and documentation across devices.
Export to CSV
We’ve added CSV export functionality across key sections of the platform for easier reporting and data analysis.
Available In:
Work Orders
Assets – including Production Lines, Machines, and Components (excludes documentation)
Facilities
Inventory
What’s Included:
General information + custom fields
Clean formatting for reporting and offline access
This makes data sharing and operational analysis more efficient and accessible.