Welcome to Nexus Step-by-Step Training where we'll guide you through how to configure the Customer Portal feature, from Access Rights through to customer setup, uploading Customer Resources accessible through the portal and viewing the Portal as a Customer.
Overview
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To begin we will make sure that all of the Customer Portal Settings are correct. From the overview page, click on Admin from the main menu on the left-hand side.
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Click on Advanced Settings, beneath System Settings.
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Click on Customer Portal.
Please note that this is an additional module and only available to you if activated it.
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To begin, you must enable the Customer Portal and upload your Company Logo to display at the login page.
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Check and/or uncheck any of the listed Portal features.
For example, you may not want the Customer to view Tech Notes, so you can toggle to unchecked to switch this off.
Customer Portal Acess Rights
We can now create different levels of customer portal access rights.
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Click on Admin from the main menu on the left-hand side.
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Click on Customer Portal Access Rights beneath Customer Settings.
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Select New from the drop-down menu.
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Give a name the New Access Rights.
In this example I'll do "Commercial."
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Check any of the permissions you'd like to allow and click on Save.
If you'd like to give access to Customer Resource files, you must tick "View Customer Resources in the permissions list.
Loading Customer Resources
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Click on Reports from the main menu on the left-hand side.
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Click on Customer Resources beneath Service Reports.
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Click on New Folder.
This isn't entirely necessary, however will keep all of your resources tidy and easy to find within the Customer Portal.
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Name your folder.
In this example I'm making a Certifications folder.
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Click on Create.
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Click on Open next to the folder you want to add a file to.
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Click on Choose File.
Select the file from your computer and select Upload.
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The document "Cert of Currency" is now added to the folder.
Giving a Customer Access
Now you can email individual customers access to the portal after selecting their appropriate access rights.
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Click on Customers from the main menu on the left-hand side.
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After you locate the customer, click on Open.
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Click on Customer Settings.
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Customer Portal Rights are found on the right-hand side.
Access Rights will be set to None.
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Click on the drop-down menu to select the appropriate rights for the customer.
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The Username can be created by you.
In this example I've chosen "J Smith", however this could be JohnSmith / Smith / the business name - no capital letters, it is up to you.
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The Password can be created by you but must be 8 characters long.
The client has the option to change the password within the portal. You have access to this updated password as it will show in this space when updated.
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Alternatively, you can generate a secure password by clicking on the green icon.
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Click on Save.
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Now you can email the Login Details by clicking on "Email Login Details."
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The email will generate with the portal link, Username and Password.
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Click on Send.
See what they can see
Lastly, open the portal link and use the Username and Password to see what the Customer Portal looks like to your customer.
Nexus Service Manager - Customer Portal
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Type the Username and Password you've created for your customer.
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Click on Login.
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This is the overview page of what the customer can see. They can click on Open next to jobs and invoices for further details.
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They can navigate from the menu on the left-hand side.
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They have the option here to Change Password.
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To view how the Customer Resources are displayed, click on Customer Resources.
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Here they can view everything that is loaded in Customer Resources, both inside and outside of the folders. Click on "Certifications" folder to open.
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Here is the Certificate of Currency we uploaded earlier.
They can download this document and save.
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A Customer can also make requests through the portal by clicking on Requests.
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They simply click on New Request.
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Add notes and details to the Request & Save.
We hope you found this step-by-step useful! If you want to learn more about Nexus, check out our other training guides and videos. Happy learning!
Updated: 3 May 2024