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Connecting to the Customer Portal
To connect to the Customer Portal:
- In a web browser, enter the Customer Portal address (e.g. http://domainname/servername/).
- Enter you login and password and click Sign in.
- As a customer, the Customer Portal is automatically displayed.
- If, as an employee, you are linked to only one customer, the Customer Portal is immediately displayed.
- If, as an employee, you are linked to several customers, a drop-down list is displayed to let you select the customer to share documents and schedules with. Once connected, you can switch to another customer at anytime via Password/Log out > Change customer.
The Customer Portal interface has several areas with graphical information.
You can click on these areas as they work as shortcuts allowing you to filter and search for documents or schedules, view the changes in published documents or upload documents.
You can filter the document or schedule content display per customer or per project. To do so, you must configure the Customer Portal separation per project in Tools > Setup > Customer portal > General.
Changing a password
- On the upper right of the screen, click on your name and on Password.
- In the window to change the password, modify it and validate.
Next time you log in, you will have to enter the new password.
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