The Customer Portal in Paperwork allows you, as waste management companies, to provide the data about your clients' collections in a user-friendly digital way.
Before You Start
Before you jump into the tasks ahead, here are a few helpful things to know.
- The Customer Portal is part of the Premium tier - find out more on in the Paperwork pricing section
- Your clients will need to sign up for a free Dsposal account to access the customer portal
Introduction to the Customer Portal
In this article we’ll give you an overview of how to get your clients access to the Customer Portal.
Giving access to the Customer Portal
To give access to the Customer Portal first log into Paperwork and nagivate to Settings -> Customer portal.
When first access the Customer Portal the table of invitations will be empty but there will be two buttons above the table. Default Permissions and New Invitation.
To give access to your client choose New invitation.
This will open a new screen that allows to to give access to an email address to a specific customer.
For the most basic invitation you need to input:
- The customer
- The invitee's email address
- Their name
Once an invitation has been created you can send the unique code to your client. They will then need to either create a free account on Dsposal or log into their account.
