Are you trying to find time to reach out to your customers with updates? Do you want to give your customers the access and convenience to request services online? We can help you simplify the process with our Customer Portal!
Adding the Customer Portal to your website's HTML code is quick and easy!
- Click Settings
- Under Automation, click Website Integration (Screenshot A)
This brings you to the mHelpDesk Code page. Under Website Integration, you’ll see Add Customer Portal (screenshot B).
In the text box pictured, copy all of the text, go to your website, and paste the code (you copied) into the code of your website in the location you would like to add the Customer Portal.
How to Give Your Customers Access
Our Customer Portal allows you to pick and choose which customers have login access.
Within a customer or service location's profile, you will find the Contacts tab (Screenshot C).
On the Contacts tab, you can either update an existing contact by clicking on the contact name, or add a new one by clicking on the +Add button (screenshot D).
To allow login access for an existing contact, click on the Allow Login checkbox. Enter the username (the user's email address), then create and confirm the contact's password (screenshot E) and press the Save button.
To allow login access for a new contact, click on the +Add button (screenshot D) and click the Allow Login checkbox. Enter the username (the user's email address), then create and confirm the contact's password (screenshot F) and press the Save button.