--- title: "Customer, supplier and partner portals | attendo" description: "Portals for your customers, your subcontractors and your partners. One portal per customer type or business line, with your brand and no license cost." url: "https://attendo.me/en/portals" lang: "en" --- # Customers, suppliers and partners, each in their own portal Your customers open and track their requests, sign and accept quotes without calling you. Your subcontractors accept the work and close it with the signed report. And the companies that serve your customers on your behalf work their portfolio. All on the same record, under your brand. - One account and 2FA per person - Their own, their site or their group - Your brand, your menu and your words **Customers** Requests and account - Open and track requests - Quotes, signatures and contracts - My equipment and appointments **Suppliers** Subcontractors - Accept or decline the work - Hours, materials and signed report - Orders and documentation **Partners** On your behalf - Their customer portfolio - Terms for each customer - Their brand, if you agree ## What people ask by phone today The customer calls to ask how their request is going. The subcontractor sends the report over WhatsApp, whenever they remember. The insurer emails to ask about each claim. Every answer costs your team a search and a call. And what the outside party knows never makes it onto a record. ## The same rules for everyone All three portals are doors into the same system. The audience and what it sees change; the security and the way you set it up do not. ### Their own account Each person signs in with their own account, never a shared password. With the same two-step verification as your team, also when they sign in with Microsoft, Google or Auth0. ### Their role and scope Account admin, manager, requester, finance or read-only. And they see their own items, their site’s or their whole group’s, up to five levels. ### Your brand Logos, including for dark mode, colors, typography, sign-in background and legal footer. With a preview in every language. ### Their menu and their words A home page with their to-dos, their appointments and their due dates. And their words: “Claims”, “Work orders” or “Requests” instead of “Documents”. ### Field by field You decide which fields each portal shows: hidden, read-only or editable. And what is asked when a request is opened. Internal notes stay inside. ### Section by section Each section is turned on for a whole portal and, as an exception, for one organization. Start with requests and add the rest when you want. ## Your customers check their own items without calling you They open their requests and track their status. While they type the subject, the portal suggests the FAQs that may answer their question. A head office opens requests on behalf of any of its sites and sees them all. The customer’s account admin invites and removes their own people from the portal itself. If you serve very different customers, they do not need the same door. You open several customer portals, one per business line or customer type, each with its own address or domain, its look and its sections. On the customer record you choose which ones they can enter. - **Home page with the SLA in view:** how many requests are on time, at risk or overdue, in the portals where you show the deadline - **Billing:** their invoices, orders and delivery notes, with their PDF and due dates - **Quotes:** they accept, adjust, sign or pay the deposit without digging up the email - Pending **signatures** and **contracts** with the balance of their hour banks - **My equipment:** warranty, next preventive visit and a button to report a breakdown - The floor plan or map of their locations, read-only and with their own items only - Their **appointments**, to reschedule or cancel them, and their pending **surveys** ## Your subcontractors, with the work on their screen Each job reaches the subcontractor waiting to be accepted. They accept it and propose when they will go, or decline it with a reason that reaches you right away. The date only changes when your coordinator confirms it. They do not get into your internal system: they only see what you assign them. Each part of the portal is turned on separately. - They log their work periods and the materials they use, without seeing your prices. Materials come off your inventory - The customer signs on the technician’s screen, and the document closes with that signature and the PDF report - They confirm your purchase orders and hand over their delivery note or invoice - They upload the documents you require, with their expiration date. An agent reviews them and the supplier is warned before they expire - They see the contracts they service for you ## For the companies that serve your customers on your behalf An insurer, a property manager or a distributor that sends you work from its portfolio. In attendo it is a partner: it works its customers from its own portal. The relationship with each customer sets what the partner sees, what it does on the customer’s behalf, whether it sees their personal data and until when. Relationships can be suspended or ended. Want to implement attendo for your own clients as a consultancy? That is something else: the [partner program](https://attendo.me/en/partners). - Its customer portfolio, with what each one has open - It opens requests on behalf of a customer and assigns them to its agents - It adds new customers, who wait for your approval unless their terms say otherwise - Emails go to the customer, the partner or both, depending on each relationship - If you agree, its customers see the partner’s brand instead of yours ## From the contact record to their portal Nobody types someone else’s password, not even an administrator. ### Step 1 · You turn on the portal and its sections Requests, billing, quotes, appointments, My equipment… Only the ones you will use. ### Step 2 · You add your brand and their words Logos, colors, menu, vocabulary and visible fields, with a preview in every language. ### Step 3 · You grant access from the contact record With a switch. They get an invitation to create their own password, and the email is kept in the security audit. ### Step 4 · Their admin manages their people They invite, assign roles and remove access for the people in their company from the portal itself. ## Open the door without opening the house ### Checked on every action Each person’s role and scope are checked on the server every time they do something, not only when the screen is drawn. ### Cut off at once Removing someone’s access ends their sessions. A blocked or deactivated organization cannot sign in. ### Your CSS, reviewed Custom CSS is reviewed when it is saved: anything that loads files from other websites is rejected, and low-contrast colors are flagged. [See attendo security](https://attendo.me/en/security) ## What the portal does not do - **It does not replace your ERP** The portal shows invoices, orders and delivery notes. The invoice is issued by your connected ERP: attendo is not an ERP or accounting software. - **It does not certify contractor safety coordination** It requests, stores, reviews and warns about the expiration of your suppliers’ documents. Expired documents trigger a warning, but they do not stop you from assigning work: that decision is yours. - **It is not a public website** It is for the people you give access to. Your website is still your website. ## Portals in every solution The portal works on the same record as your team, so what the outside party sees is what is actually happening. - [attendo Ticketing](https://attendo.me/en/ticketing): Your customers open and track their requests, with their SLA. - [attendo Field Service](https://attendo.me/en/field-service): Your subcontractors accept, log and close the work with the signed report. - [attendo CMMS](https://attendo.me/en/cmms): Your customers see their equipment, its warranty and its next preventive visit. - [Facility Management](https://attendo.me/en/facility-management): Each site reports issues and each supplier works in its portal. ## Frequently asked questions ### Do portal users count as licenses? No. No one in a portal counts as a license, however many you have. ### How does each person sign in? With their own account. You grant access from the contact record and they get an invitation to create their password. They sign in with the same two-step verification as your team, also with Microsoft, Google or Auth0. And if a contact uses a PIN, they can have their own: it is generated for them, shown only once, revoked whenever needed and kept in the audit log. ### Can a head office see all its sites? Yes. With a group of companies, up to five levels deep, the head office sees all its sites and opens requests on behalf of any of them. Each site sees only its own. ### Can I have a different portal for each business line? Yes. Each customer portal has its own name, address or domain, look and sections. In a business line’s portal, the customer sees and creates only that line’s items. On their record you choose which portals they can enter; if you choose none, they can enter all of them. ### What does my subcontractor see? Only the jobs you assign, its orders and the contracts it services. It logs materials without seeing your prices, and it does not get into your internal system. ### Does it help with contractor safety documentation? It helps you request it, store it with its expiration date, review it and warn before it expires. It does not certify coordination or replace your health and safety officer. ### What is a partner? A company that serves your customers on your behalf, such as an insurer or a property manager. It works its portfolio from its portal, under the terms each relationship sets. ### Can I use the words my customer uses? Yes. Each portal has its own vocabulary per language: “Claims”, “Work orders” or “Incidents”. And its own menu, home page and brand. ## Open the portal to your customers and suppliers We show you the portals with your request types, your brand and one of your suppliers. And we tell you which section to turn on first. - With your operation, not a generic demo - A real person from our team replies - No cold calls afterwards Would you rather talk first? - Phone [+34 910 053 530](tel:+34910053530) - Email [sales@attendo.me](mailto:sales@attendo.me) - Monday to Thursday 9:30 AM to 6:30 PM and Friday 9:30 AM to 2:30 PM (Spain time)