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Setup Customer Portal

This tutorial shows how to Setup Customer Portal Access for your clients

Step 1 : Choose the Client

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Login to your account and go to the Clients Tab
Open the Client for whom you wish to setup the Customer Portal Access

Step 2 : Add a Contact

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Click on Contacts -> Add Contact

Step 3 : Setup Access

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Fill up the New Contact Form
The 'Email' of the contact is the 'Username'
Password is the password to login to the customer portal

Step 4 : Provide Link & Access to your Clients

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Above is the link for the customer portal: http://work.fleetmatics.com/customer/
Provide the above link and the login Username & Password you setup to your client.
They can now login to the customer portal and view all jobs created for them!

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