Self-Service Client Portal

Yes. The Client Portal is accessible from the Starter plan onwards, offering a comprehensive customer service solution that's scalable from small businesses to large enterprises.

Our platform is versatile, catering to internal clients (employees) and external clients, including warranty and post-warranty services. Within the Settings, you have the flexibility to define your client service model, which influences the program's terminology and the account creation process.

Choosing the internal employee support setting restricts account registration capabilities to support staff, while the external client support option allows clients to independently create accounts on the Client Portal.

Your clients can access the Client Portal via the link: "main-path-to-your-application/portal". This portal accommodates both internal and external users, providing distinct account setup procedures for each.

Internal employees are added through the program, with account details and initial login credentials sent via email.

External clients can set up their accounts by navigating to the portal link, enabling them to register and manage their details directly.

Yes, the Client Portal offers full access to its range of features, such as the Knowledge Base, Assigned Assets and Documents, the Ticketing System, and more, ensuring clients and employees can reach out and find information anytime, from any device.

No, there's no need for any installations. The Client Portal is designed for easy access via any web browser on any device, providing a seamless experience whether users are seeking information in the Knowledge Base, engaging in live chat, or managing tickets.

Utilizing Microsoft Azure, our platform ensures data security and privacy in dedicated environments. Access management is refined with advanced authentication methods, keeping each client's information secure and isolated.

Absolutely, file security is paramount in our system, with each upload going into protected Microsoft Azure storage areas. Enhanced security is achieved through the use of dynamic security keys, ensuring files are accessible only through secure links.