Client Interface
Define one or more client interfaces with specific access rights
Client Portal
The client portal enables users to enter requests and see their status.
The portal is placed on your website.
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.
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Client View
The client can only see the data objects that he or she has created.
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.