How to access and manage the customer portal ?

How to access and manage the customer portal ?

How do you manage the customer portal settings in the Zuper Web App?

How to enable / disable customer portal for individual customers?


Enable Customer Portal Access by Default:

It is now easy to provide access to the customer portal in a single click. 

1. Select the "Settings" module from the left navigation menu. Under the "General Settings," click the "Organization Settings."


2. Under the "Configurations" select the "Customer Settings" and choose "Yes" for the "Enable Portal Access by Default."


With this option, by default you can give access to customer portal for your customers. 

To know more about the Customer Portal - Download the PDF attached. 

    • Related Articles

    • How do you manage the customer portal settings in the Zuper Web App?

      Navigation: Settings --> Configuration Settings -->Customer Portal Once the customer portal is turned on in Company policy, the users will now be enabled to configure the customer portal, including Branding, appearance, navigation, etc., 1. Select ...

    • How to access the Customer details page in V3 Zuper Web App?

      The Customer details page lets you view the complete information of the customer and all its associated records in a single place. From the customer listing page, you can click any one of the Customer names to go to the customer details page. 1. ...

    • How to access the Customer listing page in V3 Zuper Web App?

      Zuper's Customer's listing page helps manage customer information in one place for more efficient operations. Navigation: Clients -> Customers -> Listing Page Overview: 1. Select the "Clients" module from the left navigation menu and click the ...

    • How to Access the Assets Listing Page in V3 Zuper Web App?

      Any item purchased by a company as a product and, when distributed to a customer service location to fulfill a job, contract, or service agreement, is referred to as an asset. Additionally, the asset can either be owned by the customer or by the ...

    • How to create and manage the Request in V3 Zuper Web App?

      Request module in V3 Zuper Web App enables both the administrators (back-office Admins) and customers to create and manage service requests. Customers have various channels through which they can reach out to the organization to request a service, ...