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      Customer Portal 2.0
      • 16 Dec 2024
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      Contenido

      Customer Portal 2.0

      • Actualizado en 16 Dec 2024
      • 4 Minutos para leer
      • Impresión
      • PDF
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      Resumen del artículo

      Aspire offers Customer Portal 2.0, granting customers web and mobile access to their proposals, invoices, and requests, formerly known as issues in Customer Portal 1.0. Companies can now brand the customer portal with their logo and preferred color scheme. Each field service company's URL for accessing the customer portal is unique. To grant customers 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 2.0 tab of the Application Configuration screen in Aspire.

      Inviting Customers to the Portal

      You can invite your company’s customers to sign up for Customer Portal 2.0. Initiate these invitations from the Contacts Search List screen by selecting the Send Customer Portal Invite option in the Bulk Actions menu. 

      The Enable Customer Portal option must be on to access this menu option. Emails will be sent from the user who initiates the invite from Aspire. Aspire will display the Bulk Email Customer Portal Invitation screen after selecting the Send Customer Portal Invitation option.

      The screen elements on the Bulk Email Client Portal Invitation screen are described in the following table.

      Screen ElementDescription
      ToThe multi-select field initially displays the users selected for creating invitations. You can add or remove contacts from the list. Although these users are all listed in the same field, individual custom emails will be sent to each contact with properly expanded tokens.
      Branch

      Displays only if branch-level configuration is enabled for Customer Portal 2.0 in Application Configuration. This drop-down list allows the selection of a branch with active Customer Portal settings. Invitations sent will include branch-specific branding.

      Note:

      Contacts must be associated with a property assigned to the selected branch to receive an invitation. If a contact cannot be invited due to branch restrictions, Aspire displays an error message: “The invitation email won't be sent to the following contacts as they can’t be invited to this branch.”

      Subject

      Defaults to the subject specified on the Customer Portal 2.0 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. Available tokens:

      • Contact Name: First and last name of the recipient of the invitation email.
      Insert Email TokenDisplays the Tokens screen, allowing you to select a token to insert into the Email Subject field at the cursor location.
      Body

      Defaults to the body specified on the Customer Portal 2.0 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. Available tokens:

      • Contact Name:First and last name of the recipient of the invitation email.
      • Customer Portal Link: Inserts a hyperlink into the customer portal invitation email, directing the customer to the sign-up screen for the Customer Portal.
      CancelReturns 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:

      1. Receive a portal invitation email.
      2. Select the link to go directly to the Company's URL.
      3. Specify and confirm their password.
      4. Navigate to the portal and log in.

      The following sections provide additional information on how customers use the Customer Portal 2.0.

      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. Selecting the hyperlink in the email body will take you to the Customer Portal Sign-Up screen.

      Customer Portal Sign-up Screen

      When the customer selects the link in the Customer Portal Invitation email, Aspire displays the Customer Portal Sign-up screen.

      The customer must set their password by entering the same password twice. Rules for valid passwords are displayed on the screen. Once the customer successfully specifies and confirms a valid password and selects Sign Up, Aspire displays the Sign-up Confirmation screen. Selecting the Login hyperlink takes you to the Customer Portal Sign-In screen.

      Note:
      If a customer selects the invitation email hyperlink after already signing up and attempts to save a password again, the system returns an error. 

      Screen capture of the Customer Portal 2.0 Create Password screen with the Theming sections defined.

      If you click the hyperlink in the invitation email after signing up, Aspire will produce an error message indicating that the link has already been used and is invalid. 

      Customer Portal Sign-In Screen

      Screen capture of the Customer Portal 2.0 sign in screen.

      When customers select the Save Password button 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.

      Change Password Screen

      The Change Password screen enables customers to change their password for Customer Portal login. To access this screen, the customer clicks the Reset Password option from the top right User icon. Here, customers can input a new password and confirm it according to the rules displayed on the screen. Once the customer enters a valid password and confirmation, the Save Password button is enabled.

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