The Customer Portal lets you provide your customers with access to view limited data and/or make requests related to their vehicles via a URL.
The prerequisites to access Customer Portal:
· Only Users with the PortalUser role permission.
Note: In the Setup module of the FASTER Web application, you can assign a user with the PortalUser role permission.
· Only assets of the organizations that are selected in the Customer Portal Settings page > Select Organization(s) list.
The following Customer Portal actions can be viewed and accessed based on the permissions/configurations assigned to PortalUser role from the Setup module of FASTER Web:
|
Action Name |
Permissions/Configurations |
|
View My Asset: Identification section |
· Asset module permissions: § Identification View |
|
View My Asset: Outstanding Service Requests section |
· Maintenance module permissions: § Service Request View |
|
View My Asset: Open and Pending Repairs section |
· Maintenance module permissions: § Pending Repair View |
|
Appointment |
· Maintenance module permissions: § Customer Appointment Add/Edit § Customer Appointment Cancel § Customer Appointment View · Setup module permission: § Manage Person Note: The Setup domain must be added to your user account. |
|
Request Service |
· Maintenance module permissions: § Service Request Add/Edit |
|
Add Meter Reading |
· Assets module permissions: § Meter Reading Add/Edit |
|
Maintenance Schedule |
· Assets module permissions: § PMs View § SAs View |
In FASTER Web, the Customer Portal Settings page is used to set what you see on your screen when you access Customer Portal.
In the FASTER Web > Setup module > Application Setup > Customer Portal Settings page, the setting Is a login required? is used to verify the user account to access the Customer Portal.
The value of Is a login required? can be set to Yes or No:
· Yes - User account must have assigned Domains, Organizations and Maintenance Shops with the PortalUser role permission to access the Customer Portal.
· No - By default, FASTER uses the PortalUser user account that must have assigned Domains, Organizations and Maintenance Shops with the PortalUser role permission.
In the initial Customer Portal screen, type the Asset Number or License Plate Number and click the Continue button.
Customer Portal
Note: You can access the assets of the organizations that are assigned to you. If an asset number or license plate number exists in multiple organizations, then select the organization of the asset in the Select Organization list.
Customer Portal
If you do not have permissions to view and access the asset information in Identification, Outstanding Service Request, and Open and Pending Repair sections, then the following screen opens.
Customer Portal