Customer Portal Setup

Enabling the Customer Portal

The Customer Portal is configured per Deployment. Each deployment can have its own portal with a unique PIN and settings.

1. Navigate to the Deployment settings
2. Enable the Customer Portal
3. Set a 4-digit PIN — customers will enter this to access the portal
4. Configure the portal options (see below)
5. Generate QR codes for the devices in this deployment
6. Print and attach QR codes to the physical devices

Portal configuration

Setting	Description
PIN	A 4-digit numeric code customers must enter to access the portal
Show open cases	Whether to display recent open cases to customers
Welcome message	Custom text shown when customers access the portal
Instructions	Guidance text for customers on how to report issues
Contact details	Your support contact information shown to customers
Case Templates	Which Case Templates are available for customers to select

Making Case Templates available

You can choose which Case Templates appear in the Customer Portal. This helps customers categorize their issues accurately and provides your team with structured reports.

See Case Templates for details on creating templates.

QR Code distribution

After enabling the portal:

1. Generate QR codes for the devices in the deployment (see Devices > QR Codes)
2. Print QR codes on durable labels
3. Attach them to the physical devices in a visible location

For details on generating QR codes — individually and in bulk — and on tracking, see QR Codes.

Tip

Place QR codes where operators can easily find them — on the front panel, near the control interface, or on a placard mounted to the device. Include brief text like “Report an issue — scan this code”.

Security considerations

• The PIN provides basic access control — share it only with authorized customers
• Customer Portal access is read-only with the ability to create cases
• Customers cannot access work orders, inventory, or workspace settings
• Contact details submitted by customers are stored with the case for follow-up