All Collections
Service portal
Create secure service portal that allows customers, partners and vendors to access information and services related to their account with a business.
5 articles
Understand service portalService Portal offers external user access to applications with customizable permissions and branding options for various access levels.
Service Portal User ManagementAdd, edit, or bulk import Yeeflow service portal users. Manage details and permissions for enhanced user handling.
How to invite users to your Service PortalInvite users to Yeeflow Service Portal by admin email input; invites become login accounts upon acceptance.
How to import users to your Service PortalImport users to Yeeflow via Excel, set passwords, email invites, and review logs for confirmation or errors.
Edit user information in Service PortalAdmins can edit Yeeflow Service Portal user info, change passwords, or delete accounts, with specific field access. Deletion is irreversible