Adding Requester Portal
Adding Requestor Portal to MaintainX
Caroline Eisner avatar
Written by Caroline Eisner
Updated over a week ago

NOTE: Requester Portal is only available for Premium and Enterprise Plans


  1. Go to Settings tab

  2. Under Organization Settings, click Features

  3. Under Request Portals, toggle on Request Portal Module

  4. Click Go to Requests Portal

  5. In top right corner, click +New Requests Portal

  6. Complete form:

    1. Give it a Name: Name Portal

    2. Welcome Text: Add text Requesters will see when creating requests

    3. Description Placeholder: Give instructions to Users regarding information required when submitting request

    4. Who handles support for this portal: Add email address of Admin who approves and denies requests

    5. Portal Settings: Select appropriate options regarding email notifications

  7. Click Next

  8. At Bring Your New Portal to Life screen:

    1. Assign a Location: From drop-down menu, select Location of new Work Request

    2. Assign an Asset: From drop-down menu, select Asset related to new Work Request

  9. Click Create Portal

  10. At Confirmation window:

    1. Select Copy Link: Only Users with link can access Portal


    2. Select Print QR code to download, print, and attach QR code for Users to scan and access Portal

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