Self-Service Portal

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Self-Service Portal is currently running under an Early Access Release. Early Access Releases are subject to specific legal terms, they are unsupported and do not provide production-ready SLAs. They can also be deprecated without a General Availability Release. Nevertheless, we welcome feedback from early adopters on these cutting-edge, exploratory features.

B2B Self-Service Portal (SSP) is a platform designed to enhance operational efficiency, transparency, and customer satisfaction. With features like Assets, Inquiries, Services, Files, and Dashboard, SSP centralizes business interactions, making it easier to manage after-sales activities.

Self-Service Portal features

SSP offers a suite of features designed to enhance customer experience and operational efficiency. From asset management to service requests, each function supports streamlined communication, transparency, and control for both users and administrators.

Assets

Assets are the core of SSP and can represent high-value or custom-built products and equipment requiring ongoing maintenance and oversight. Customers can interact with assets as follows:

  • Create, track, and manage assets
  • Monitor maintenance schedules and service histories
  • Access documentation and service records

Inquiries

Inquiries streamline communication between customers and administrators, providing a structured system for managing and resolving claims or any other questions. They’re used as follows:

  • Submit, track, and manage inquiries directly through the portal
  • Improve transparency with real-time status updates
  • Enable administrators to review, process, and resolve issues efficiently
  • Use role-based permissions to ensure appropriate access and visibility

Services

Services are used to manage after-sales support:

  • Maintenance, repair, and warranty management
  • Ordering spare parts and related components
  • Streamlined scheduling and service request handling

Files

Seamlessly manage and share important documents across SSP:

  • Upload and download various file formats, including PDF, JPEG, HEIC, and PNG
  • Attach files to assets and inquiries for streamlined documentation
  • Have quick access to essential product manuals, service reports, and contracts

Dashboard

Dashboard offers a centralized view of all SSP interactions, providing users with a tailored experience based on their roles and permissions. Dashboard functionality:

  • A consolidated overview of key business metrics and actions
  • Easy navigation to main SSP functionalities
  • Role-based access control to ensure secure data visibility