Real-Time Training: Want to set up your Customer and Tester portal now instead of reading about how to do it? Click here to set up your portals using our live step-by-step walk through.
Each water purveyor that has the Customer Portal and Tester Portal as features of their subscription plan is given a URL for each portal that is unique to their company. The Portal Options page for water purveyors has setup options for the customer portal and the tester portal. Some fields on this page are only for the customer portal, some are only for the tester portal, and some are for both. Hover over the gray "i" tool tip next to each field for more information.
NOTE: To learn about the Portal Options page for testing companies, click here.
Water purveyor customers who use the customer portal can view past test reports, view all locations and assemblies, add new service locations and assemblies, and edit their contact information, including a billing address.
There are three specific options on this page for purveyors who require external testers to use their submission portal. Click here to learn more about these options.
Set Up the Portals
1. Select Administration from the navigation menu, and then select Portal Options.
Your unique Customer Portal and Tester Portal URLs will be at the top of the page. You can add a link to these URLs on your existing web page.
2. Fill out the options on this page to customize the customer and tester portals as desired.
3. When you are finished, click Save Portal Options at the bottom of the page.
Invite Users to Customer Portal
Your customers will login to the portal using their email address. Each customer must have a unique portal email address. The instructions below show you how to invite your customers to the portal.
NOTE: You can invite users to your submission portal on the Manage External Users page. Click here for more information.
1. Add an email address to the customer record in the Portal User Email field.
2. Click Save Customer.
3. Click Invite to Portal on the customer's record.
The customer will then receive an email with instructions about how to sign into the customer portal. Once they're signed into the portal, customers can view past test reports, view all locations and assemblies, add new service locations and assemblies, and edit their contact information, including a billing address.