Welcome to the Handyman Portal
This document is a simple user manual that helps you quickly start using the Handyman Portal. It complements the product documentation and training provided by Handyman consultants.
The document summarizes the most important steps in the basic configuration and recommends an order for the individual configurations.
- Which employees should have administrator rights in the Handyman Portal
- What information do you want to share with your customers
- Creating user rights in the Handyman Portal
You need a Handyman Office user with system administrator rights to make the necessary settings in Handyman.
The document does not contain the technical part of setting up the Handyman Portal in connection with your Handyman installation.
Create a Handyman Portal administrator.
Employees who are Handyman Portal administrators have full rights to make all settings related to the Portal, such as opening it to new customers, setting rights at all levels, creating new users, etc.
A minimum of 1 employee must be set up as a Handyman Portal administrator.
This is done in this way:
Create a GSG Handyman user account
Select the employee who will be the Handyman Portal administrator and select Create GSG Handyman user account.
The employee will then automatically receive two emails from Handyman: an email requiring the address to be confirmed, a password to be entered, and a link to the Portal login.
Set up the employee as a Portal administrator.
Once the user account has been created, you can set this employee as an administrator in the Portal:
What information would you like to share with your customers?
Before you activate customer access, you should have a relationship with which data the customers will see.
Most settings are configured in the Handyman Office and some in the Handyman Portal.
Order descriptions
Order descriptions marked as Internal are not displayed in the Portal.
This is not a global setting but is done per registration.
Reports
The reports that customers should be able to see are specified per department. All report types, including customer-specific ones, can be displayed. The setting is done per department per report, on / off.
Checklists
Completed checklists can also be displayed in the Handyman Portal. First, a global setting per department is created, followed by a setting for each checklist type.
Setting per department whether checklists should be displayed:
Setting per checklist type whether this should be displayed
Documents
Order documents can be displayed in the Handyman Portal.
The setting is done manually per document.
Creating user rights in the Handyman Portal
All other rights are set up in the Portal.
You can log in to the Handyman Portal with the Portal administrator role for further setup.
Permissions (rights) for customer contact are managed via a profile.
Many profiles can be created, but a customer contact must be assigned to 1 profile.
A profile contains a group of rights:
- See and/or add new descriptions
- View and/or add new documents
- View and/or add new order contacts
- Create a work order. All orders created in the Portal will be draft orders that must be completed in the Handyman Office
- Create repair orders linked to equipment in the service module. As with work orders, repair orders also become draft orders that must be completed in the Handyman Office.
- Access to view quotes (From Handyman quote module)
- Access to view invoices
- Access to enter main order, requisition, customer reference when creating new orders
- Access to specify the desired date for the order.
Access to create access for other users in the same company
Activation of new customer access
This is done in this order:
- Activate the company
- Activate first customer contact.
The customer contact will get two emails corresponding to the Handyman Portal administrator.
- Select the profile that the customer contact should have.
If this customer contact has the right to add other people, it can manage other people's access in their own company.
- Select equipment that the person will see. This applies to those who have a Handyman service module.
The customer contact can then log into the Portal and gain access to the company and equipment to which the person was assigned.
Activation of company
This can be accomplished in the following way:
Add customer contacts
Once you have activated the company, you can create your first customer contact.
Once the person has been created, select the profile the customer contact should have.
If this customer contact has the right to create new users himself, they can only grant new users the same or fewer rights than they have.
The customer contact's access to companies and equipment
A customer contact can gain access to several companies if this is desired.
This may be relevant if this person is to handle orders for several companies, such as a property manager.
In the example below, customer contact Per Pettersen has gained access to 2 companies in addition to the company he belongs to, Unionen:
Once access to the company has been determined, access to equipment can be granted (requires Handyman Service module)
From the same page as above, select Equipment.
The list accumulates all equipment belonging to the companies to which the customer contact is assigned. Access can be set individually on each device.