Customer Portal- Customer Use

1. After setting up your customer portal, you'll want to let customers use it. First, you must set up a contact page for the customer you want to add. See also Contacts. 
   
   
2. After you creating a new contact, you must then add them to a new or existing customer. See also Customers. To add a contact, click on the customer name and go to the contact tab (or go directly to the contact tab after creating a new customer.) Click on the teal +Assign Contacts button. 
   
   
   
3. After selecting a new customer, you will see a checkbox that asks whether the user is a portal user. Click it to indicate they are.
   
   
4. Once this is enabled, QBench will create a new link to Send Portal Invite. Click it to send the invite.
   
   
5. QBench will then automatically send an email such as the one below. 
   
   
6. By clicking on the listed link, the customer will be able to create their own password. After password creation, they will be able to log into your customer portal. Their landing page and other details can be selected in Customer Portal. 
   
   
   
   • You can choose the landing page in the customer portal by selecting the default page.
   • Disabling tests means that customers cannot see test results in the Customer Portal. However, if you publish a report, they can see that. They also cannot select tests for samples. It also means they are unable to select tests for their orders.
   • Disabling order requests means that your technicians must enter data for samples manually. 
   • Selecting Use vertical layout will cause data in order pages to be vertical, rather than horizontal. 
     
     
   • By enabling projects, you will be able to group customer orders together and release results together. 
7. If you allow order requests in QBench, customers will be able to submit samples for testing. To do this, they must click on Order Requests and then +New Order Request. 
   
   
8. After entering any details they wish (or none), they can then select Create Order Request Draft. 
   
   
9. They can then enter in the number of samples. This will then create a number of lines for text input equal to the number selected.  After entering in any data they choose, they can click Save Samples at the bottom of the page. (Note: you can customize these fields in 
   Fields and Data Types. See also Fields and Data Types.) 
   
10. After saving the samples, they will be able to print labels or select assays or panels from a dropdown menu if you don't have tests disabled.
    
    
    
11. After selecting tests, and clicking the Submit button (Cancel will remove all tests selected), a popup will open. In this popup, they can choose samples to attach to these tests by clicking the Assign button. (Note: after you assign tests, labels you print for samples can display test names.)
    
    
    
    • Note that each section saves separately, and you need to save for every sections. 
12. When your order is complete, they can click Submit Order Request. A popup will ask to confirm the order is ready, and submit if they click Yes. They cannot edit a request once it is submitted.
    
    
    
    
    • Following this, your testing lab must approve the order. This can be done by clicking Approve on the Orders page.
    • However, you may find there's not enough detail in the submitted order to run tests. In this case, go to the Orders page and find the submitted order. Clicking on the Order ID will bring you to a new page. Here, you can see a button titled Revision Required. 
      
      
    • By clicking on this button, a new window will popup. It will ask you to list reasons for revision and list the email recipient. 
      
      
    • This will then send an email to the customer that looks something like this: 
      
      
    • Clicking on the button hyperlink will take them directly to that order, or logging into the customer portal will show a new hyperlink that will take them to the order requiring revision. 
      
      
    • At the top of the page, the notes for the revision will be listed. 
      
      
    • After completing revision, you can submit an order once again. Following this, you will again be unable to edit your order.