The customer portal provides a secure location for your customers to upload (and download) documents directly into your DocBoss projects.
Customer web access is provided to contacts associated with the company. Before enabling customer web access, follow the instructions in this article to add contacts: Adding contacts. Once a contact is added/selected, fill in the web access-related fields:
- Allow web access: Enables access to the Customer Web Access/Portal .
- Login (for the web access): Automatically generated with the email of the contact.
- Password (for the web access): Password to be set for the login.
- Allow all projects access: Enable if the contact should be granted access ALL projects (where the company is listed as the customer).
- Projects: Choose specific projects that the contact should have access to.
Once the contact is saved, the login credentials (login and password) should be provided to them.
Submittals to customer
When sending submittals TO customers, the documents will be automatically placed in the customers portal.
To see how customers view submittals in the portal, see this article: Customer Portal (Customer View).
Submittal notification from customer
DocBoss users will receive a notification in their system (displayed as a red bell) when a submittal has been made by a customer. The red bell will redirect the user to the Project List and where a list of projects with unprocessed submittals will be displayed.
Once the appropriate project is selected, navigate to Project Menu > Cards In/Out > Incoming Documents to see the submittal listed in the "Files from Customer" grid.
Customer portal security
Contacts with customer web access/portal access, like DocBoss user accounts, can have multi-factor authentication (MFA) enabled for additional security. For instructions on enabling MFA for the customer portal, see this article: Multi Factor Authentication (MFA) for Users.