Fieldcode Manual

Tip: You can use filters for better results

Last updated:February 6, 2025

What is the Partner Portal

Copy the URL link to this section to share
Partner Portal configuration

If you would like to have the Partner Portal configured for your company, please email support@fieldcode.com.

Partner Portal coverage

This topic covers only the basic configuration of the Partner Portal, as a complete configuration still requires the support team.

The Partner Portal gives engineers the ability to receive, complete and report tickets in a more accessible mobile view, rather than relying on an app (FMA) to complete tickets. With the Partner Portal, engineers can view and complete tickets without the need for an additional app. All the account partner needs to do is enable this feature (with support). Tickets can then be opened in any browser via a link that takes you to the responsive Partner Portal page.

How to use the Partner Portal

Copy the URL link to this section to share

You can enable the Partner Portal functionality by toggling the Partner Portal toggle to the right in Partner Accounts. The Partner Portal is designed for Account Partners who want to receive their tickets by email and do their reporting through the Partner Portal. A few steps are required to successfully use the Partner Portal. The steps are as follows:

  1. The Account Partner has to enable the “Assign tickets via Partner Portal” on his side on the Account Partner page inside the Admin panel.
  2. The partner initiator has to configure an automated action that creates the Partner Portal link (Enterprise Feature!).
  3. The option to publish tickets will be disabled for the Account Partner using the “Assign tickets via Partner Portal” toggle.
"Assign tickets via Partner Portal" toggle inside the Account Partner page
  1. The engineer working on the Partner ticket will be able to access the Partner Portal via a link to access the Partner Portal page.
  2. The engineer enters his first name, last name, and his email address and clicks on the Report Ticket button.
  3. The engineer fills in the Report and submits the report.
  4. The engineer clicks on the Save button.
     The Report will be submitted and the tickets status will change.
One-time-reporting a ticket via the Partner Portal
Was this topic helpful?
5 out of 5 stars

1 rating

5 Stars 100%
4 Stars 0%
3 Stars 0%
2 Stars 0%
1 Stars 0%
5
How can we further improve this topic?
Please provide the reason for your vote. This will help us improve this topic.
Tags:
Navigation