Portal users and tasks
The Service Portal displays relevant web pages based on the logged in portal user. The
functionality that can be provided for customer and partner users is outlined in this
table. Partners are employees, customers, or vendors that are set up with a partner
ID.
| Task | Customers | Partners |
|---|---|---|
| Create, view, and update notes for incidents | Yes | Yes |
| View and upload documents related to various records | Yes | Yes |
| Register units under warranty | Yes | Yes |
| Receive notifications in the Inbox | Yes | Yes |
| Search the service knowledge base | Yes | Yes |
| View inventory | Yes | Yes |
| View announcements | Yes | Yes |
| Manage user accounts | Yes | Yes |
| View and add interactions about selected records | Yes | Yes, on behalf of their customers |
| View account balances | Yes | |
| View invoices and request reprints | Yes | |
| View service orders | Yes | |
| View and upload documents for service orders | Yes | |
| Create, view, and edit service order transactions | Yes | |
| View existing customers and register new customers | Yes | |
| Submit warranty claims | Yes |