How to activate Customer Portal?

 

Creating and Activating a Client Login with AntMyERP

AntMyERP allows you to easily create and activate client logins, giving customers direct access to their own portal for viewing transactions, tickets, reports and more.

Each customer, vendor, and employee added to the system automatically gets a user ID generated under the Users and Roles section. Once this ID is activated and a password is set the client can log in to their portal and start using it.

To activate a client login go to Settings on the left-hand side and select Users and Roles. Here you’ll see a list of all customers, vendors and employees in the system, along with their names, emails, group types and status. You can search for users by name, email, group or activation status.

Once activated, share the portal URL email ID, and password with the customer so they can log in. When the client logs in, they’ll see their profile name at the top along with four main tabs like Dashboard, Ticket, Service Reports and Device.

In the Dashboard, customers can view:

• In Contract – number of devices currently under contract.
• Tickets Logged – total service tickets raised.
• Pending Invoices – invoices that are yet to be paid.
• Call vs Spare Parts – comparison of service calls and parts used.

Under Tickets, clients can see their pending tickets. The Service Reports tab provides an overview of completed jobs or ongoing work, and Devices lists all machines associated with their account.

Once this setup is complete, the customer portal is fully active and ready to be shared. Clients can now log in anytime to track transactions, monitor services, and stay informed all through their personalized AntMyERP dashboard.

With AntMyERP, activating and managing client access is fast, secure and highly efficient.