Are you trying to find time to reach out to your customers with updates? We can help you simplify the process with our Customer Web Portal!
Adding the Customer Web Portal to your website is quick and easy!
Add the portal to your website's HTML code by going into Settings and clicking on Website Integration under Automation (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 Web Portal.
Allow your customers to log in
Our Customer Web 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.