Customer portal manual

The customer portal provides controlled access to records that the tenant has made customer-visible.

Depending on enabled modules and available records, customers can access:

• their sites;
• maintenance information;
• certificates and issued documents;
• outstanding defects;
• issued document/compliance packs;
• quotations and supported quote actions;
• service reports;
• contracts, covered sites and upcoming recurring visits;
• invoices and account information.

Portal users sign in separately from staff/engineer accounts and can configure MFA where enabled.

If a record is missing, the customer should contact the service provider rather than creating duplicate records. Office staff should confirm that the underlying artifact is issued and marked customer-visible where applicable.