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.
Self-onboarding for contact persons
Contact persons can register themselves directly in the customer portal. With self-onboarding, contact persons can:
- Sign up using Google, Microsoft, or email
- Enter company information and select their 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 need access to the portal and existing clients who want 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 customer portal.
Note
New users don’t get access immediately. Admins must assign permissions and send credentials manually before users can access the portal.
Editing Logged work
The customer portal allows users to edit and delete logged work entries. Users (contact persons) with the "Work - Edit" permission on the core site can easily modify details such as the date, hours worked, and break duration.