Setting up Customer Portal Users and Using Customer Portal V1

Video

1. In QBench, you can create a Customer Portal where customers can submit orders and track sample testing. The Customer Portal can be accessed by clicking Configuration, then Application, and finally Customer Portal.
   
   
2. Logos, background colors, title of the page, and font color can be customized on the General page under the section Customer Portal Appearance. 
   
   
   
3. On the same page, you can choose what your customer is able to see under Enabled Views. You can also decide the layout for this information. Note: choosing use as default view under orders or projects will make it the landing page. 
   
   
4. Another feature of the Customer Portal is choosing the origin email and branding for customer notification, as seen below. You can add items like Company Name, Email Display Name, Email Subject, Reply-to Email, and Logo. You can also Preview Portal Invite Email and Preview Password Reset Email, to see how the email would look to your customer.
   
   
   • Note: you must have an email your lab can access for the reply-to email if you wish to communicate with your customer. 
5. Under the Reporting tab, you can can choose what you want customers to see, as shown below.
   
   
6. You can choose what fields are visible to your customer for Projects, Orders, and Samples. You may note that the items visible are limited to what is shown under Fields and Data Types. If you need different items shown, you must click Show for that data type and variety in Fields and Data Types. You can then show or hide it for the customer for that data type (for example, Project ID can be hidden in the Projects page. See also Fields and Data Types.) 
   
   
   
7. Annotations allow text to be entered under the header for Projects, Orders, and Samples. 
   
   
8. In the Help Center, you can add documents to the portal to assist customers. Clicking the arrow under Download will download the document. Clicking the icon under Delete will delete the documents. Remember you must confirm deletion in order to delete an attachment.