Kustomer Portal Module

The module overview of the Kustomer Portal, written for your client, so it can be sent to them directly. It covers registering from the invitation email, reading the project schedule, milestones and finance, opening the forms and documents lodged against the job, and raising and tracking an issue through to resolution. A client sees only the projects they have been invited to.

In this part

• Register and sign in (0:00). Open the invitation email, follow the signup link and register with company name, username or email, first and last name and a password.
• Read the project (0:24). The project opens with its start and completion dates, milestones show as bars on the timeline, and the finance tab shows charges, percentage complete, budget, invoiced value and outstanding invoices.
• Forms and documents (0:48). Admin forms list with their date, status and creator, and documents such as meeting minutes open in full.
• Raise and track issues (1:03). Create an issue, read the register with each issue’s module, resolution stage and responsibility, add notes and attachments as it progresses, and check assigned tasks and project documents.

The PDF guide below has the screens for each step.