1. Go to Customers tab and select the customer which you want a contact added with access to Customer Portal.
2. Click Contacts → New → and enter the contact details such as name, phone number, email address, and role.
- Set permissions such as view own jobs only and view & edit all quotes.
- You can also set it to Default Contact by ticking the box
- You can also enable the settings Can Create Jobs and Can Create Quotes
After entering the information and setting permission levels, click Save.
3. An email containing the username and password as well as link to the portal will be sent to the contact's email address.
4. Customer Contact needs to enter their credentials and click Log in. needs to enter their credentials and click Log In.
5. Once logged in, Customer contact can access some information depending on the permissions granted.
In this example, we've granted permission toView and Edit All Quotes as well as Create New Quotes.
Note: When creating a quote from Customer Portal, some basic information needs to be entered and once saved, such quote becomes visible from Quotes tab in Ascora web and more information can be added from there such as assigned user, booking, etc.
