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A1. |
What is a customer portal and how can I use it? |
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OfficeClip Customer Portal allows you to provide restricted access to OfficeClip data to your
customers, partners and service providers. Following are some of the features provided by the
Customer Portal:
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Ability to provide access to the documents in the OfficeClip Document Sharing System.
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Ability to share selected OfficeClip reports.
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Allow customers to enter issues and enhancement requests.
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Ability to create knowledge base from the issues within issue tracker.
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Ability to share calendar information.
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A2. |
What are various security levels of the Customer Portal? |
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OfficeClip Customer portal provides two levels of security:
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Public Access:
This does not require a password to access information. Administrators can allow selected information
to be viewed in this mode that are available to anybody who has access to the url of the public Customer Portal pages.
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Secured Access:
OfficeClip admimistrators can provide secured password access to its customers so that the information
that are visible to the customers can be controlled.
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A3. |
How can I customize the customer portal to show my company logo? |
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Login to OfficeClip as a site administrator. Click on the "Setup" toolbar and then click on the "Manage Customer Portal" link.
On the "Manage Customer Portal" page click on the "Admin" menu item (on the button bar). This will allow you to change the title,
header etc. of the customer portal page.
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