GPS Insight Platform

This page is where you can invite your Customer contacts to engage with your business in the Customer Portal.  You can manage all of the active users from the page.

Follow the links below to learn more about how you can use the Customer Portal:

<a href="https://help.servicebridge.com/en/articles/5014627-customer-portal">Customer Portal Detailed Overview</a>

<a href="https://help.servicebridge.com/en/articles/2490188-creating-a-new-account-for-customer-portal">Creating A New Account for Customer Portal</a>

<a href="https://help.servicebridge.com/en/articles/2490192-impersonate-a-customer">Impersonate a Customer Contact</a>

Managing your Customer Portal in GPSI Field Service Management

Customer Portal Overview

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Customer Portal Overview

Customer Portal Page

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