Client Portal configuration

Amirz

Hello,

I installed ITFlow and am trying to add clients, but I do not know how to set their passwords or how the clients can set passwords on their own. I followed the document guidance, but it shows how to set up AD on Asure. Is there any way to use my own server to manage the users?

Please share any guidance.

Thanks

wrongecho

Hello,

Contacts can login to the portal locally or via Azure.

Edit the contact, add an email. On the access tab, choose local login and set a password.

Amirz

Thank you for your reply.

it seems the system is designed for the PC, networking, etc support, is there any way to customize the menu for the regular CRM for the subscribers?

wrongecho

I fear you may be misunderstanding the point of ITFlow.

Alan

At it's core, ITFlow is built for an MSP to manage their day to day work, tickets, documentation, and yes, who the client contacts are. However, it's not a CRM where you record all contact with a client (although I guess you could through tickets). Yes it has bulk email functionality, but not fully there yet.

Then, what are you trying to achieve by having clients login?