Portals give the people outside your business their own login to Wizard Application, showing only what is theirs. Customers see their orders and invoices, candidates fill in their timesheets, and client companies follow the jobs you are working on for them. Everyone can raise help desk tickets and read your knowledge base.
Before you start
Portals are on the Standard, Professional and Enterprise plans. Open Settings from the gear icon in the top bar, choose Application Settings and switch on the portals you want: Customer Portal, Enable Candidate Portal or Enable Company Portal. You can require two factor sign in for each.
What each portal shows
- Customers see their orders and download the invoices for them, raise and follow help desk tickets, and read your knowledge base.
- Candidates add and submit their timesheets, see documents you have shared with them, raise help desk tickets and read your knowledge base.
- Client companies see the jobs you are recruiting for them, their files and shared documents, and can raise help desk tickets.
In every portal people can update their own profile and ask for their data to be deleted.
Invite someone
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When you add them
Tick the option to send a portal invitation when you create the customer, candidate or company. They get an email to set their password.
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Or later
Open their record and select Send Portal Invitation. Use the same button to send a fresh link if they lose the first one.
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Check they are in
The record shows their Portal Access as none, invited or active.
Choose what they can see
Knowledge base articles and other content each have portal settings, so you decide which portals show them. Documents can be shared with a particular candidate or company and then appear in their portal. See store, share and sign documents.
Fewer emails for you. Customers who can look up their own orders and invoices and raise tickets in the portal do not need to email to ask.