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Customer Portal
- 03 Feb 2023
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Customer Portal
- Updated on 03 Feb 2023
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Article Summary
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Aspire provides a Customer Portal that allows customers web access to their proposals, invoices, and issues. Aspire has given companies the ability to brand the customer portal using their company logo and choice of a color scheme. The URL that customers use to access the customer portal is specific to each field service company. Before customers can gain access to the Customer Portal, the system administrator must enable it and send the customer an email invitation.
Setting up the Customer Portal
The Customer Portal is enabled and configured from the Customer Portal tab of the Application Configuration screen in Aspire.
Inviting Customers to the Portal
You can invite customers from your company to sign up for the Customer Portal. You can initiate the emailing of these invitations from the Contacts Search List screen by selecting the Send Customer Portal Invite option in the Bulk Actions menu. You must have the Send Customer Portal Invitation permission to have this menu option available when the Enable Customer Portal option is checked. Emails will be sent from the user who is sending the invite from Aspire. When you select the Send Customer Portal Invitation option, Aspire displays the Bulk Email Customer Portal Invitation screen.
The screen elements on the Bulk Email Client Portal Invitation screen are described in the following table.
| Screen Element | Description |
|---|---|
| To | The multi-select field initially displays the users who were selected for creating invitations. You can add contacts to or remove contacts from the list. Even though these users are all listed in the same field, individual custom emails will be sent to each contact with tokens properly expanded. |
| Subject | Defaults to the subject specified on the Customer Portal tab of the Application Configuration screen. Allows you to override the default subject for portal email invitations. The field allows the insertion of expandable tokens that fill in with customer-specific information when the invitation email is sent to the customer. Available tokens: Contact Name – First and last name to whom the invitation email is being sent. |
| Insert Email Token | Displays the Tokens screen allowing you to select a token to insert into the Email Subject field at the location of the cursor. |
| Body | Defaults to the body specified on the Customer Portal tab of the Application Configuration screen. Allows you to override the default body for portal email invitations. The field allows the insertion of expandable tokens that fill in with customer-specific information when the invitation email is sent to the customer. Available tokens:
|
| Cancel | Returns to the Contacts Search List screen without sending customer portal invitation emails. |
| Send | Sends portal invitation emails to all contacts listed in the To field and returns to the Contacts Search List screen. |
How Customers Use the Customer Portal
The basic steps for customers to access the portal are:
- Receive a portal invitation email
- Click the link to be directed to the URL for the Company
- Specify and confirm their password
- Navigate to the portal and log in
The following sections provide additional information on how customers use the Customer Portal.
Signing Up and Logging In
Customer Portal Invitation Email
The invitation email is sent to the customer as described above. A sample email is shown below. Clicking on the hyperlink in the email body will take you to the Customer Portal Sign-Up screen.
Customer Portal Sign-up Screen
When the customer clicks on the link in the Customer Portal Invitation email, Aspire displays the Customer Portal Sign-up screen.
You must set their password by entering the same password twice. Rules for valid passwords are displayed on the screen. Once you successfully specify and confirm a valid password and clicks Sign Up, Aspire displays the Sign-up Confirmation screen. Clicking the Login hyperlink takes you to the Customer Portal Login screen.
If you click on the hyperlink in their invitation email after you have already signed up, Aspire displays the following screen:
Customer Portal Login Screen
When you click on the login hyperlink on the Sign-up Confirmation screen or navigate to the customer portal URL (i.e. <PortalDomain>.PropertyServicePortal.com) in their browser, Aspire displays the Customer Portal Login screen. The customer enters their email address and their established password to log in.
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