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 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
Related Articles
To allow anyone access to Kinetic a user must be given a�Login.�The Username and Password for the login will be used to access the Kinetic main system, portal or app. If the user is to carry out inspections then their Login details must be linked to a�Personnel Profile. This will make any jobs assigned to the Personnel Profile available to them when logging into the app with the associated Login. If the user is a Customer and they wish to access data on the Customer Portal then their Log
To allow anyone access to Kinetic a user must be given a�Login.�The Username and Password for the login will be used to access the Kinetic main system, portal or app. If the user is to carry out inspections then their Login details must be linked to ...
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
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 ...
The Super Search function allows users to create queries based upon data stored in the Kinetic database (items, reports, jobs, people, etc. Theresults of queries can be made available to specific users throughout the Main System or Customer Portal. Scheduled Emails can also be used to share the results of queries via emails to specified recipients. Super Searches can also be set as Dashboards, so that the data can be easily accessed after login to the main system.�
The Super Search function allows users to create queries based upon data stored in the Kinetic database (items, reports, jobs, people, etc. Theresults of queries can be made available to specific users throughout the Main System or Customer Portal. ...
The Kinetic App can be used by Logins associated with Usergroups who have been assigned to carry out Jobs�by Administrators, via Main System.� Customer access can also be configured to have access to the App. Please contact your administrator or contact our support team to find out more.� Kinetic App users can download, and view Jobs on the App. Items within the Jobs can then be inspected, as long as the User has the required competency to do so. �Reports created for the Items can be upl
The Kinetic App can be used by Logins associated with Usergroups who have been assigned to carry out Jobs�by Administrators, via Main System.� Customer access can also be configured to have access to the App. Please contact your administrator or ...
Usergroups can be used to control access to specific areas of the system and to grant/restrict permissions for certain users. Select the Create�button to start creating a Usergroup; input a meaningful name to define the Usergroup. If the Logins that will be associated with the Usergroup require access to the Customer Portal then the�Is External�tickbox should be selected. Note: This means the usergroup cannot log into the main system or app. Once the above details have been entered t
Usergroups can be used to control access to specific areas of the system and to grant/restrict permissions for certain users. Select the Create�button to start creating a Usergroup; input a meaningful name to define the Usergroup. If the Logins that ...