Customer portal

Within Secusoft, you can give your clients insight into the assignments you perform for them. Simply create a client portal, and after logging in, the client can view the following:

• Reports and alarm receipts
• Registrations (including QR and NFC)
• Schedule/planning
• Quotes and invoices

Client login
Create a separate login name and password for each client and grant them access to their own portal within your Secusoft. Naturally, the client will never be able to see your other clients or any other client's data.

Assigning rights within the client portal

What can a client see in the client portal? For each client login, you can configure what that person can see. For example, whether the client can add "client instructions", which are immediately displayed to the employee. If you enable this feature for the client, you can also set it up so that you receive an email notification when a client has added new instructions.

What does the customer see after logging in to the customer portal?

To guide your customers through the customer portal, we`ve created a manual. This manual describes step-by-step how to log in and where to find reports, schedules, and other functions within the customer portal. It also explains how customers can add their own instructions. You can find this manual on our downloads page.

Benefits of the customer portal:

• Each customer has their own login with permissions set by you
• The customer (client) can view and, if necessary, print created reports, alarm receipts, invoices, and quotes
• Customers can add specific instructions for a specific object or work location here

Try it for free

Would you like to see for yourself how our online software package works?

Would you like to see more? Go to the page All functions.