Method portal is a dedicated and secure web page for your customers to:
Access and update their customer details
View and print transactions
Make payments (if a Payment Gateway has been connected)
Create and update Cases (if the Cases Management pack is installed)
Accept / Reject Estimates (if Estimate Approvals have been enabled)
Pay Estimate Deposits (if Estimate Deposits have been enabled)
Accept / Reject Proposals (if Proposals Pack is installed)
Create Reorders (if Reorders are enabled)
Further Features
Create a single url to put on your website or share with customers.
Example:https://signin.methodportal.com/YourNameHereBrand the portal with your own logo.
Easily managed. Any contact with an email address can log in.
Transaction email notifications sent to your customers will link to new portal.
Password-less secure authentication - no more headache having to remember passwords for portal users. Securely sign in with sign-in code provide by a sniper link (direct link to a filtered inbox view).
Customers who log in will be signed in for 30 days if they use the same browser. If they change browsers or machines, they will need to sign in again.
In-application login popups within the portal.
Easier, centralized portal navigation management.
Easy mobile sign in with email link.
Single Sign-on options with Google and Microsoft.
Signing into the Portal
When a contact signs in, they will be sent the following email with a sign-in code:
They will need to cut and paste the above code, or click on the link, before getting access to the portal. The above sign-in code is not a password that needs to be saved for later logins.
If they need to sign in at a later date, or are in a different browser, they will be sent an email again with a different sign-in code.
Note: In order for your customer to log in, they must exist in your Method account with an email.
More Information
For more information, please see these articles:
For more information on how using portals may affect licensing, please see Portals and Public Pages Fair use Policy.