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Water Purveyor Setup and Operation
Setup
Setting Up the Customer and Tester Portals
Setting Up the Customer and Tester Portals

Options that water purveyors can use to set up their customer and submission portals

Angela avatar
Written by Angela
Updated over a week ago

Real-Time Training: Want to set up your Customer and Tester portal now instead of reading about how to do it? Launch our live step-by-step walk through to get started.


Overview

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. The page contains sections for the customer portal only, the tester portal only, and both portals.

NOTE: See our article about the Portal Options page for testing companies to learn more.


Customer Portal

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.

Tester Portal

There are many options on this page for purveyors who require external testers to use their submission portal. See our article about tester portal options to learn more.


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: See our article to learn more about inviting users to your submission portal on the Manage External Users page.

1. Add an email address to the customer record in the Portal User Email field.
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2. Click Save Customer.

3. Click Invite to Portal on the customer's record.

The customer will 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.

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