TipThe Customer Portal is a customized interface and access that you provide to your customers to manage their internal requirements.
The Customer Portal Settings page consists of the following sections:
· Settings
· Services
Tip
To view the Customer Portal Settings page, click the Customer Portal Settings link.
From the Settings section of the Customer Portal Settings page, you can set what your customers see on their screen when they access Customer Portal.
1. Click the Setup module.
2. In the Administration Setup section, do one of the following:
o Click 
next to the Manage Data option, and then click Customer Portal.
o In the Manage Data section of Administration Setup, click the Customer Portal link.
The Customer Portal Settings page opens.
3. In the Settings section, do the following:
o In the Logo Image box, do one of the following:
§ Click Select to browse an image from your computer.
§ Click Clear to remove the selected image from the Logo Image box.
Note: The Image Currently Displayed field displays the selected image to be displayed on the Customer Portal user's home page.
o In the Is a login required? list, select Yes or No.
§ Yes - The user has to login with proper credentials to access Customer Portal.
§ No - Login is not required to access Customer Portal.
o In the Will you offer Loaner Vehicles? list, select Yes or No.
§ Yes - The Customer Portal user provides loaner vehicles.
§ No - The Customer Portal user does not provide loaner vehicles.
Note: Loaner vehicle is the temporary vehicle that the Customer Portal user provides when the vehicle given to the customer is under maintenance.
o In the Allow Printing Work Order? list, select Yes or No.
§ Yes - The Customer Portal users can print work order.
§ No - The Customer Portal users can not print work order.
o In the Select Organization(s) list, select a single or multiple service organizations.
Note: The Customer Portal users can access the assets available in the selected organizations. If an asset number or license plate number exists in multiple organizations, you can select the organization of the asset in the Select Organization list.
o In the Page Title Message editor, type the text to be displayed as the title on the Customer Portal user's home page.
o In the Entry Message editor, type the text to be displayed below the page title message.
4. When finished, click one of the following:
o Save to save the information and close the dialog box.
o Cancel to disregard any changes and close the dialog box.
A service is an item that appears on the Customer Portal user's screen and is linked to a repair code. The Customer Portal users can select and request for the services such as vehicle transfer, or oil change.
From the Services section, you can define the services for the Customer Portal users. When the Customer Portal user requests for a service, it is displayed in the Service Requests & Alerts section of the Maintenance module.
From the Services section, you can perform the following activities:
The Add a Service Item dialog box lets you add a new repair for the Customer Portal users from FASTER Web.
Tip
To view the Add a Service Item dialog box, click the Add a Service Item link
Open the Customer Portal Settings page
In the Service Items section, click Add New Service Item.
The Add a Service Item dialog box opens.
In the Repair Reason list, select the repair reason to which you want to add a service item.
In the Repair Schedule list, select the schedule type.
Select the Is Billable check box if the service is billable.
In the Action list, select the repair activity.
In the Group list, select the group to which the repair component belongs.
In the Component list, select the component of the repair.
In the Portal Repair Label box, type a name for the new service item.
When finished, click one of the following:
o Save to save the information and close the dialog box.
o Save & New to save the information and add another record.
o Cancel to disregard any changes and close the dialog box.
The Edit a Service Item dialog box lets you modify the attributes of a service item.
Tip
To view the Edit a Service Item dialog box, click the Edit a Service Item link
Open the Customer Portal Settings page
In the Service Items section, click the Edit link in the Actions column.
The Edit a Service Item dialog box opens.
Make the necessary changes.
When finished, click one of the following
Save to save the information and close the dialog box.
Cancel to disregard any changes and close the dialog box.
Make Value Obsolete to hide the value from the drop-down list of the service items.
Delete to permanently delete the service item from FASTER Web.
