What is the Customer Portal? What visibility does the customer have?

What is the Customer Portal? What visibility does the customer have?


The Customer Portal is the platform that allows interaction with the customer and from which they can carry out all their procedures and we can obtain all their information about the photovoltaic installation process that they are carrying out.

In order to configure the Client Portal and make it available to our clients, we must have this Ezzing module acquired. If we have doubts about whether we have it or want to contract it, we only need to contact our contact person at Ezzing.

All the information that the client has access to from the Client Portal, as well as the data that they can fill out and send to us through the same portal, can be configured by us from the platform and from the client flow configuration.

On the main screen, the client can see different sections:

I. Customer profile: in this section you will find different data about your profile.

  1. Personal data: the client can modify their contact details. These will be synchronized with the platform.
  2. Documents: The client can upload required documents. These documents will be visible in the “Attachments” tab of the opportunity, within the “Client-Documents” folder.
  3. Incidents: The client can choose between the type of incidents that have been configured and register an incident or problem that would be reflected on the platform.


II. States: the client will keep track of the status of their process. The client will see in a more user-friendly and intuitive way the current status. They will also be able to see the previous and next status. We must not forget that we can customize the name and description shown in each status and sub-status in the Client Portal (article "Flow Configuration - Visibility in Client Portal" ).



Depending on how we have configured the display of the views of each state and substate of the flow, the client will be able to see two different types of screens:

  1.   General Screen: In the flow, the client does not have to take any action. The next sub-states and the ones that have already been through are displayed.

  1. Particular: In the flow, the client has to perform actions. We will define these actions from the flow. For more information, we can consult the article "Flow Configuration - Client Portal Visibility".
These actions will be:
    1. Document management : the client will be able to view and provide different required documents.
    2. Offer: screen where the customer can see the different offers that have been shared with them, as well as download them and accept the offer.
    3. Contract signing: screen through which the client can obtain documents to sign. The signed offer will also appear here. This signing option is manual and we always recommend prioritizing the configuration of the electronic signature to make the process automated.
    4. Installer visit: On this screen, the customer will see when the installer's visit is scheduled along with the installer's contact details.
    5. Finalization-success: This is the screen the customer will see when their installation has been marked as complete.
    6. Finalization-failed: This is the screen that the client will see when the installation has not been completed. At this point, the option to restart the flow would appear, if we have configured it from the platform.
    7. Drawing: on this screen the client will be able to geolocate and draw their roof using Google Maps.

How does a customer access the Customer Portal?

The customer will have access to their Customer Portal to track the status of their offer and installation. This access will be via an email containing the access link.
 Next, we will see what the customer process would be following the emails that give them access to their Customer Portal.
The sending of these emails must be previously configured in the "automatic actions" section - see the " Automatic actions " article .

When a new customer registers on the platform, the customer will receive an email with a link that redirects them to their Customer Portal. (See the article " How do I set up an email template on the Platform?")

The access link will expire after 45 minutes , and can only be used once.


If the link has expired or its usage has been used up, clicking on "Access Client Portal" will instead redirect the user to your Portal, it will take them to the view shown below. At this point, the customer will need to enter their email and click on "Submit" to request a code that will grant them access to their Client Portal again. ( We will see how to configure this code at the end of this article.)



The customer will receive a verification code to the email address they entered, and must enter it on this screen to access their Portal.
The email that the client enters at this point must match the email registered on the platform.



This access code has a 5-minute expiration date and is for single use only.

By entering the code and clicking "Accept", the first page of your Portal will open.



How to set up the verification code email?

We will need to create a new email template within the platform, through which the verification code will be generated each time this email is sent to the client. We will configure this by introducing the variable |client_code_verification| in the email template. Once the template is created, we must access the "External source actions" screen through the "Settings" in the left-hand side menu. Once inside, in the "Client portal" tab we must edit the " login-code " action where we will configure the sending of the previously created email template as an action.

Related articles:

  1. Configure Flow - Customer Portal Visibility .
  2. How do I set up the Customer Portal ?
  3. Automatic actions.
  4. How do I set up an email template in the Platform?

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