Logging in

DMF

21**** CUSTOMER PORTAL * CUSTOMER PORTAL

Tip

At any time, click on the connected user's name in the portal's header then on Clear cache to clear the history and take into account new rights for example. You can also click on Reset custom controls to take into account the controls newly set up for the portal.

1 In a web browser, enter the address in the following format: https://domainname/akuiteo.clients or open the Launcher to access the Customer Portal.

Example

https://www.akuiteo.com/akuiteo.clients/

Note

To access the Customer Portal from the Launcher, the link to the application must have been initialized from the Administration console. For more information, refer to Introduction to the Launcher.

2 In the login window, specify the Login and Password.
3 Click on Login.

Depending on your need:

  • When your customer logs in, the Customer Portal is directly displayed.
  • If, as an employee, you are only linked to a single customer, the Customer Portal is also directly displayed.
  • If, as an employee, you are linked to several customers, a drop-down list is displayed to enable you to select the customer you want to share documents and schedules with. Once you log in, you can switch to another customer at any time from the top right menu > Change customer.

Tip

You can partition the publication of documents and schedules by customer or project. To do so, you must set up a project-based partitioning of the Customer Portal from Tools > Setup > Customer portal > General.

DMF

2107** CUSTOMER PORTAL HOME HOME

210701 CUSTOMER PORTAL HOME SHOW HOME TAB - MAIN

210702 CUSTOMER PORTAL HOME SHOW HOME TAB - OTHERS

The Customer Portal has a home page, available from the Home menu, which allows you to display different summary outputs types like Printing of overview - Customer portal. These report templates can be set up from the setup menu of Desktop Application, in Reports setup > Shared.

The content and the layout of a edit can be entirely customized to meet any specific needs. A report is used to display and combine any desired information. For example, a company can decide to create an edition to present the company news to its customers, or the contact information to reach them.

Depending on the setup, some editions can require to define setup at the starting of the edition (e.g. enter an employee's code or enter a date). Also, some editions are only available in one format and others can be downloaded in several formats.

The Home menu has two tabs:

  • The Main tab, which is used to directly open a report. This page can only display one report that can be designed to be used as a homepage. The report used in the one set up by default. If there is no default report, the report used will be the one with the lowest rank number.

Example

You set up 3 summary reports of type Summary reports - Customer portal, with rank numbers 1, 2 and 3. If there is no default report, the set up report with the rank number 1 will be displayed in the Main tab.

  • The Others tab, which displays the list of all set up reports whose type is Reports synthesis - Customer portal.
1 In the portal's header, click on the connected user's name then click Password.

The Change password screen opens.

2 Fill in the Old password, then fill in the New password. Fill in the new password a second time in the Confirm password field.
3 Click on Validate.

The password is changed. Next time you log in, you will use the new password.

Tip

Did you forget your password? In the login window, fill in the Login and click Forgot your password?, then confirm the password reset. An email will be sent so that you modify your login credentials.

To change the portal's language, click on the connected user's name in the header, then hover over the Language field and select the desired language. The portal is automatically refreshed to be displayed in the selected language, without having to log out.

To log out from the portal, click on the connected user's name in the header, then click Log out.