This article discusses some features packed into the RecMan customer portal.
The RecMan customer 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
Giving access to the customer portal
To enable access to the customer portal for a customer, a RecMan user has to create a company contact person in the CRM and create a login. Then the customer portal can be accessed using the registered email 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 customer portal is managing the permissions, which will enable the functions to approve hours and book shifts.
To, e.g. create a work approver in the customer 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.