Client Interface

Define one or more client interfaces with specific access rights

Client Portal Login

Client Portal

The client portal enables users to enter requests and see their status.

The portal is placed on your website.

Client Portal Login

Custom Forms Builder

You can setup forms where a client who does not have an account can enter data without logging in – such as Request a Login Account, or enter a Problem Ticket, or log a Field Service Report.

Setup as many forms as you need.

Request Account

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Client Portal – Client View

Client View

The client can only see the data objects that he or she has created.
Client Portal – Client View

Client Roles

Client Roles, like Team Roles, define what data the client can see and enter and what reports and charts they can run.

Setup multiple client interfaces using Client Roles for different types of clients such as dealers, partners, specific clients.

Custom Data
Custom Workflows
Automations
Role-Based Access
Team Interface
Customer/Client Interface