Customer portal
When Routty is set up including the Customer Portal, this page is needed to manage the Customer Portal users, their access rights, roles and configure Routty portal contacts. The page is divided in 4 subpages:
ACCOUNTS: Manage the users using the customer portal and handle user account requests
ROLES: Configure roles for the customer portal users
ACCESS RIGHTS: Configure the access rights for the customer portal users
CONTACTS: Configure which Routty portal users the customer can communicate with
Accounts
Manage the users and user requests of the customer portal.
Creating a user works the same way as creating a user for the Routty portal, only now we have to select which partner (customer) we are creating one for.
NAME Name of the customer user
USERNAME Username where the customer can login with
EMAIL Email address where the customer portal user will receive their notification
PARTNER Select the company (customer) of the created user
ROLE Select a customer role
Section where all the customer portal users are displayed
Routty portal users with admin rights on this page are able to:
Edit customer portal user data
Reset a password
Delete a customer portal user
In the request tab, all the requested customer portal user accounts are displayed
When clicking on a request, the data will be filled in automatically (in the create user section (1)).
Clicking on the delete button will remove the request from the list
Roles
Manage the roles of the customer portal, creating a role and changing the permissions for a role works the same way as for the Routty portal.
Access rights
After creating a user, an access right is automatically created, in this tab you can see which user is linked to which partner (customer).
In case you selected a wrong partner when creating a user, you can click on the access right of this user and edit the partner
Clicking on a partner in the AVAILABLE PARTNERS section will link the user to this partner
Clicking on a partner in the ASSIGNED PARTNERS will remove the link
Contacts
Configure which Routty portal users the customer portal users can communicate with.
You have 3 possible options for external communication :
No communication between the Customer portal and your Routty portal
Customer portal users are able to start conversations with the individual users of a selected group
A group will need to be selected in order to enable this communication option
Customer portal users are only able to start conversations with the selected group (not with individuals from this group)
A group will need to be selected in order to enable this communication option