This article discusses some key features of the RecMan Company Portal.
The RecMan Company Portal is an online platform that allows your customers to log in and manage their jobs, received offers and invoices and much more. Some of the features include:
- Approve registered hours
- Send shift requests to employees directly
- View employees and jobs
- View received invoices and offers
- Find contact information or send an inquiry
Note
The user manual for contact persons and work approvers is available for download in this article.
Giving access to the Company Portal
To enable access to the Company Portal for a customer, a RecMan user has to create a company contact person in the CRM and create a login. The Company Portal can then be accessed using the registered email address and a set password. The first time the customer logs in, they will be asked to set a new and strong password for future use.
Setting permissions
Another important aspect of the Company Portal is managing the permissions, which will enable different functions. Access the Contact persons module to manage their permissions.
To, e.g., create a work approver in the Company Portal, read this article: Work approver.
Tip - Create a contact person role!
A RecMan administrator may create company contact person roles in the CRM settings, defining the required permissions used in, e.g., a work approver role. This can be a helpful function for managing permissions in the long run.
Self-onboarding for contact persons
Contact persons can register themselves directly in the Company Portal. With self-onboarding, contact persons can:
- Sign up using Google, Microsoft, or email
- Enter the company information and select its country
- Receive a customizable confirmation email
- Be automatically added to the CRM
- Automatically create a new company record (if it doesn't already exist)
This option streamlines the registration process for new clients who require access to the portal and for existing clients who wish to onboard additional contact persons themselves.
Administrators retain full control through corporation settings where they can enable or disable the sign-up option, customize confirmation emails, and configure the background image displayed during registration. Once administrators grant appropriate permissions, users receive access credentials via email and can begin using the Company Portal.
Note
New users don’t get access immediately. Admins must assign permissions and send credentials manually before users can access the portal.