Workspace Overview

Sidebar

The Sidebar is the main menu in Customer Portal. Use the Sidebar to select what you want to see in the main view.

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Portfolio tree

The Portfolio tree shows the resources you have access to. Use the Portfolio tree to select the resource that you want to work with.

As a service provider, you see the same resources in the Portfolio tree that you see in Building advisor. Your customers see the resources you have given them access to.

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Main view

The main view shows the component you have selected in the Sidebar with information about the resource you have selected in the Portfolio tree.

User menu

In Customer Portal, the customer uses the User menu to change the display theme and language, edit their profile, or to log out.

The Home dashboard is the first thing the customers see when they log in, giving them a quick overview of the status:

• Tasks with new messages : Shows a list with all tasks that have unread messages.

  When you log in as a service provider, this list is empty. You see the customer tasks in the Task Manager view in Building Advisor. For more information, see Task Manager View - Customer Tasks Tab .

• Support lifecycle : Shows the number of hardware, software, and firmware products in the system that are outdated.

  The customer can create a task to update these products directly from the support lifecycle widget.

To create a service task, the customer clicks Create task . As a service provider, you are not allowed to create customer tasks. For more information, see Customer Tasks .

In the Task Manager module, the customer can create and manage service tasks. Each service task provides a message thread where you and the customer can communicate to help resolve the issue faster.

For more information, see Task Manager Module .