All Accounts are published from the CRM to the Customer Portal within the Accounts Module.
Portal Users are all set up and published from Contacts.
For support staff, you will need to create CRM Users as a Contact and set the User as the ‘Assigned User’. The portal will map support staff to the Assigned User in Cases, Quotes and Invoices.
Fenix Rise Customer Portal is optimized to handle any business big or small. Whether you have Clients with multiple locations set up as individual accounts or your company works with outside agencies, from simple one contact per account configurations – Fenix Rise can manage it all.
Both Support Staff and Client Users can be assigned accounts, products and modules. This will ensure that the correct support staff will be assigned to handle your client issues.