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


Web:

  1. Go to Settings tab

  2. Click Organization Settings

  3. Toggle on Request Portal Module (Beta) Go to the Request Portal option

  4. Click +New Requests Portal

  5. Complete form:

    1. Give it a Name: Name Portal

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

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

  6. Click Next

  7. At Bring Your New Portal to Life screen:

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

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

  8. Click Create Portal

  9. At Confirmation window:

    1. Select Copy Link for private link for Requesters

      OR

    2. Select Print QR code to generate and print QR code for User to submit Work Requests


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