Getting Started - Web Portal

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Getting Started - Web Portal

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To Get Started with your Web Portal, take the following steps:

1.	Download and Install paid-for Portal software:

•	Contact FieldOne Sales at (845) 918-1858 or visit www.fieldone.com to add this as a paid-for extra feature with your current package.

•	Download the provided setup.exe file for the Portal feature.

(http://www.fieldone.com/download/startech/portal_setup.exe)

•	Click to start the Setup program and follow the Setup Wizard instructions to create the Customer Portal for your Company.

•	At the time when the Setup Wizard provides the First Connection with the Portal, make sure to save the Portal Public URL and insert this into the Company Preferences, Customer Portal Tab, in the Portal Public URL field.

•	At the time of the First Login, you should also save the URL for this Login Web Page as what your Customers should use for a Bookmark for their Users to sign in and do their work

3.	Set up your Company controls:

•	For the highest level of Portal Security Controls on the Customer Portal Tab of Company Preferences controls.

•	For Email Notification to Portal Users and your Company Employees, in Email Templates and in the Employee Notification Flag.

•	For Employee Security Rights relating to the Web Portal, in User Groups.

4.	Set up selected Customers to use your Company Portal. For each Customer record, use the Customer Web Portal Tab:

•	Portal Rights Sub-Tab - Control the second level of Portal Security Controls, those for this entire Customer, that will be inherited by individual Portal Users for the Customer (and can be altered).

•	Portal Users Sub-Tab - Enter Users from the Customer company (and also your Company Employees, if desired) who will be coming to the Portal Home Page on the Web, assigning their passwords and Access Rights.

5.	Once you and your Customers start using the Web Portal, use Lookup Service Requests, which allows you to take in new requests from the Customer into FieldOne and send replies to Feedback.

6.	As well as using the Web Portal to view activity, you can add Portal Email Notifications for both the Portal Users and your Employees.

Page url: http://www.fieldone.com/startech/help/index.html?_getting_started___web_portal.htm