Customer Portal
Give your customers access to shared assets, documentation, and parts. Let them raise requests, track status, and interact with your organisation through a branded portal.
What is a Portal?Learn what portals are in Makula Field Service and how they allow you to share assets, products, and documentation with your customers.
Create a PortalLearn how to create a portal in Makula Field Service to share assets and documentation with your customers.
Managing Portal AssetsLearn how to assign and manage assets in a portal to control what your customers can access in Makula Field Service.
Managing Portal UsersLearn how to add, manage, and remove users in a portal to control customer access in Makula Field Service.
Portal Shared DriveLearn how to use the Shared Drive in a portal to share and receive files with your customers in Makula Field Service.
Portal SettingsLearn how to configure portal settings in Makula Field Service to control what information is shared with your customers.
Accessing a Shared Workspace (Portal)Learn how customers access and navigate a shared workspace (portal) in Makula to view assets, products, raise requests, and collaborate.