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Description
Owlytica offers portals for your team to use, as well as a separate portal for your customers. These portals enable management of tasks such as tickets, assets, quotes, and contracts.
Team Portal
As an Owlytica customer you and your team can access the Teams Portal by going to the Owlytica subdomain assigned to you with /admin at the end:
[Your Company].owlytica.com/admin
From the Team Portal you can manage your companies, sales quotes and contracts.
Adding Team Members
Team members can be added and managed by going to:
- In the top nav bar, go to Settings > Account Setup > Team.
- Click on the Add Team Member button.
- Fill out the the appropriate fields.
- Under the Role field you can choose a role for your team member. You can create various roles and permissions under the Role Manager.
- The new team member will receive an email with login instructions. You will want to let your team members know that they should always log into the Teams Portal by going to the URL with the /admin added to the end of the URL.
Customer Portal
Customers can log in to the Customer Portal by going to:
[Your Company Name].owlytica.com
From the customer portal your customers can manage assets, contracts, quotes, reports and support cases.
Creating users who can access the Customer Portal
You and your team can create user accounts for the Customer Portal by going to the appropriate Company in the Team Portal and clicking on the Users tab. From there you can create users by clicking on the Add User button.
The new user will receive an automated email with login instructions.