Introduction

Crittah provides a customer portal so you can provide access to your important customers, to view jobs and also create jobs. The configuration of the customer portal provides the best flexibility to set the permission and access that you need your customers to have without disrupting how your business operates. As an example you can allow customers to create, only specify jobs and also set the due time of the job a number of hours or days out from the current time to prevent last minute requests.

This document will help you turn on the customer portal, configure it and invite customers to use it.

The customer portal allows your customers to:

• Create new jobs for your business to complete

• View jobs that have been created for their business

Setting up the customer portal

To setup the customer portal you will need to navigate to Administration and select Customer Portal. Once selected you can click on the Activate Portal checkbox.

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Once activate you can setup your company name, logon welcome message and Portal banner message. When jobs are created you can also see the lead source so you know where the jobs were created from.

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Configuring job settings for customer

After setting up portal details you can now configure each job and how the customer can view, edit or update a job in the portal.

You can choose if customer can view, edit or create a job. You can also configure when they can edit a job based on the jobs status. This helps when you have planned and quoted the job and do not want them to make any more changes.

You can also restrict when the job due date is set to prevent last minute jobs appearing in Crittah.

Email templates

The portal will send various emails to your business and your customers when different interactions occur. Below the job configuration section you can set configure the mail templates for:

• Create portal notification- The email that is sent to the customer when you grant them access to the portal.

• Password reset notification - The email the customer will receive when they request a password change.

• Job Create notification - The email that is sent and who it is sent to when a job is created in the portal. You can select if the notification is sent to the customer and/or someone in your business.

• Job update notification - The email that is sent and who it is sent to when a job is updated in the portal. You can select if the notification is sent to the customer and/or someone in your business.

Once you have configured this you can then save and start inviting your customers use the portal.

Inviting a customer to use the Customer portal

To invite a customer you just need to search for contacts in Crittah and then when you open the contact you click on the action menu and then select “Create portal login”.

Once selected you will be prompted with the username that will be created. This will be their email address which is also used to send them the portal login details.

Click the “Create” button. An email will now be sent to the customer with the details and link to log into the portal.

Customer portal overview

The customer portal Link is https://<your_company_id>.crittah.com/portal/index.html

When the customer logs in they will be greeted with your company logo, and the greeting message.

Once logged in, they will be able to view jobs and create jobs (if you chose to allow them through the configuration steps above).