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.
By George1 author7 articles
- 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.