Hey RepairShoprs — Happy Friday!
Today we’re sharing several updates to the way Customer Portal Users work within RepairShopr.
- You can now bulk-invite your Customers and/or Contacts to create Portal User accounts directly from the Customer index page. This saves a ton of time, as you no longer need to send the invites out individually from within each Customer record.
- Contacts have more granular Portal User settings now. Simply head to the “Contacts” tab under the Customer record of your choosing and check-mark the “Enable Portal User” option to automatically create a Portal User login for that Contact and assign them to a Portal Group!
- The Customer Portal now has a “password reset” option for your Customers to be able to automatically request a password reset on their own (without you having to manage that process for them). You can also now send your Customers and Contacts an email with password reset instructions with the click of a button if you wish!
Pro Tip: Please note that update #3 requires your Customers and Contacts to have a valid email address within the RepairShopr system.
If you wish to have Customers and Contacts in your RepairShopr account without email addresses, you can still create Portal Users for these people via the new “Portal Login Override” option, which allows you to use a string of characters as their login for the Customer Portal, instead of their email address. Please note this option is not recommended.
Check out our video here to see all of these new updates in action:
You can also learn more about the Customer Portal and Portal Users in our Knowledge Base article here.
We hope you enjoy these updates and look forward to bringing you more user-requested updates soon.
– The RepairShopr Team