After creating a Login and associating it with an external Usergroup there are a few more steps required before a customer can login to the Customer Portal... Whether you�would like to provide a customer user with access to view All Sites that have been created for their customer, or just for one or more specific Sites then the user Login must first be linked to a Customer Contact, or Customer Site Contact.� To do so, use the Customers or Sites�menu to search for the Customer, or Site an

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• To add Contacts to a Site go to Main Menu > Sites > select required Site > Contacts. � Contacts can be stored for information only, or linked to a Login to provide access to the Customer Portal. List of existing Customer Contacts can be accessed from the dropdown list; make a selection and use the Add Contact to Site button to add the contact as a Site Contact;� �Selecting +Create New button, will bring up the Create Customer Contact screen where details of the Contact Name, Job Title

  To add Contacts to a Site go to Main Menu > Sites > select required Site > Contacts. � Contacts can be stored for information only, or linked to a Login to provide access to the Customer Portal. List of existing Customer Contacts can be accessed from ...

• The Kinetic Customer Portal should be used to share data with your customers.� Access to the Portal is set up by administrator users via the Kinetic main system. This process requires a Login to be created (additional licenses can be purchased from Motion Software via your account manager) and linked to a Customer Contact that is associated with a Site. The Login must be associated with an External Usergroup to access the portal. Once access is set up, you should share the login details

  The Kinetic Customer Portal should be used to share data with your customers.� Access to the Portal is set up by administrator users via the Kinetic main system. This process requires a Login to be created (additional licenses can be purchased from ...

• An Agent is an external company user, who needs to see items located at Customers Sites on behalf of that Customer. They can therefor be provided with access to a Customers Portal with a read only view. A Customer can only have one Agent allocated to them, however an Agent can be allocated to multiple customers.

  An Agent is an external company user, who needs to see items located at Customers Sites on behalf of that Customer. They can therefor be provided with access to a Customers Portal with a read only view. A Customer can only have one Agent allocated to ...

• After creating a Login and associating it with an internal Usergroup there is one more step required before a user can login to the Kinetic app... In order for a user to see any jobs on the app, the login must be associated with a Personnel Record.� When creating or editing a Personnel record there is a field within the 'Company' section labelled Associated Login - use this to select the Login that you will give to the user whose details are input to the Personnel Record; When the

  After creating a Login and associating it with an internal Usergroup there is one more step required before a user can login to the Kinetic app... In order for a user to see any jobs on the app, the login must be associated with a Personnel Record.� ...

• Contacts for the Customer can be created from the Customer Contacts Tab.�These contacts can either be stored for information only, or linked to a Login to provide access to the Customer Portal.� For further information on How to allow access to the Customer Portal, please visit the following�How to allow access to the Customer Portal. From the Contact tab within the Customer section, select the +Create New. This will bring up the Create Customer Contact Screen, where details of the Conta

  Contacts for the Customer can be created from the Customer Contacts Tab.�These contacts can either be stored for information only, or linked to a Login to provide access to the Customer Portal.� For further information on How to allow access to the ...