Service Management Manuals

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Enable the service provider portal ​

Enable the service provider portal in Service Pass to provide an entrance for subsequent creation of service provider accounts, configuration of access channels, and establishment of interconnected work order processes.

Overview ​

The Service Provider Portal is intended for partners who undertake outsourced field services. Opening the portal only enables the corresponding capabilities; the service provider entity, personnel account, portal homepage, access channels, permissions and work order process need to be configured separately in subsequent steps.

Before you begin ​

  • Have purchased an connected enterprise account and activated the Internet function.
  • The Partner module has been activated. The service provider entity is created based on partners.
  • Use the Service Pass administrator or an account with overview setting permissions.

Activation steps ​

  1. Enter Service Pass > System Settings > Overview Settings.
  2. Find the Service Provider Portal among the service capabilities that can be activated.
  3. Follow the prompts on the page to select and open the service provider portal.
  4. Return to the overview settings and confirm that the provider portal shows as enabled.

Expected results and verification ​

  • Provider Portal is enabled in Overview Settings.
  • Administrators can continue to configure service provider accounts, service provider engineers, portal access channels and portal permissions.
  • Merely opening the portal will not automatically create service providers or open work order data to external parties.

FAQ ​

Service provider portal not found ​

Confirm that the current enterprise has purchased the required products and uses an administrator account with the authority to set up the Service Pass system.

Still cannot add service provider after activation ​

Check whether the Partner module has been activated and whether the connected enterprise account and quota are available.

Notes ​

  • Before activating, confirm that the enterprise has an connected enterprise account and interconnection functions.
  • This page does not configure the portal home page or menu. See Configure the portal home page and menu.