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


Web:

  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

      OR

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


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