Portals

The Portal app gives the people of your customer and supplier companies one private place for everything that concerns their company: invoices and statements, tickets and service requests, proposals, projects, orders, bookings, subscriptions and rentals for customers; requests for quotation, purchase orders, delivery notes, documents and bills for suppliers. Each company can have several people, each with their own roles, and they sign in with a code sent to their e-mail.

Your team gives access, invites the people and answers what they send from Portal → Requests or the Inbox. Each section shows records only while its own app (Books, Desk, Contracts, Procurement and so on) is switched on. The Portal app comes alone or in the Sales & Customer Care and Service Business bundles and in Kluvan One; portal people hold no seats.

• Give a customer or supplier access to the portalOpen the portal to a customer or supplier company, choose the sections its people see, and switch the access off at any time.
• Add portal people and choose their rolesAdd the people of a customer or supplier company, give each one roles, send the invitation, and remove a person at any time.
• What your customers see in the portalHow portal people sign in with an e-mail code, what the home page asks of them, and what each customer section, the statement and the profile show.
• Handle tickets and service requests in the portalCustomers open tickets and service requests, reply to your answers and approve estimates in the portal; your team answers from Desk and Services.
• Answer portal messages, disputes and promisesRead what portal people send - messages on a record, disputes, promises to pay, delivery notes and documents - reply, and mark each one handled.
• Let customers pay an invoice onlineEarly accessEarly access - a payer pays all or part of a Books invoice from the portal on Paymob's page, and Books records the receipt by itself.
• Send a link to pay one invoiceEarly accessEarly access - make a secure link that lets anyone holding it see and pay one open invoice without a portal account, and withdraw it at any time.
• Work with suppliers in the portalSuppliers quote your requests for quotation, answer purchase orders, send delivery notes and documents, and follow their bills and payments in the portal.
• Set up the portal's name, colour and invitationChoose the portal's name and top bar colour, add a note to every invitation, pick the sections new companies start with, and know how it is secured.