Enterprise Self-Service Portals & Operational Utilities

Comprehensive administration and user guide for customer and supplier self-service portals, dynamic feedback forms and surveys, system health telemetry, and automated audit logging.

• Enterprise Portal Tools & Operational Utilities Overview

  High-level overview of SmartERP's external portal ecosystem, self-service tools, customer engagement utilities, and administrative telemetry.

• Customer & Vendor Portal User Onboarding, RBAC & Multi-Tenant Isolation

  Inviting external users, managing portal credentials, two-factor authentication, and multi-tenant security isolation.

• Quick Start: Configuring a Self-Service Customer Portal

  15-minute tutorial for enabling portal access for a client, customizing portal branding, and testing login as a customer.

• Dynamic Customer Feedback Forms, Net Promoter Score (NPS) & Surveys

  Building automated post-purchase surveys, collecting customer feedback, and tracking Net Promoter Scores.

• Multi-Portal Role Hierarchies, B2B Sub-Accounts & Contact Delegation

  Managing enterprise corporate client accounts with parent-child contacts, departmental permissions, and delegated approvals.

• Customer Support Ticket Submission, Chatter Updates & Status Tracking

  Enabling customers to log technical support tickets, attach error screenshots, and communicate directly with support engineers.

• Self-Service Account Statements, Invoice Downloads & Online Payments

  Allowing clients to download official statement of accounts, pay open invoices via Telebirr/Chapa, and view payment receipts.

• System Health Dashboard, Uptime Telemetry & Service Diagnostics

  Monitoring system resource utilization (CPU, RAM, PostgreSQL connections, disk IO), worker threads, and service availability.

• Portal Activity Audit Logs, Session Tracking & Regulatory Exports

  Audit logging of external portal sessions, IP address tracking, file download histories, and automated compliance exports.

• Troubleshooting Portal Access Denied, Form Validation & Session Errors

  Resolving portal invitation link expiry, 403 Forbidden errors on document views, and password reset failures.