Defining Web Access Features

You can configure ServiceCEO so that customers and remote employees (mobile technicians) can access limited portions of ServiceCEO. This feature requires your database to reside on a computer that is connected to the Internet.

Enabling Web Access
Disabling Web Access

Enabling Web Access

  1. Select Tools > Options or press CTRL+O. The Options dialog box appears.

  2. Click Web Access from the Categories bar. The Web Access Options dialog box appears.

  1. Select the Enable Customer Web Access check box to provide your customers limited access to ServiceCEO via the Internet. An Information dialog box appears.

Caution:
Enabling the Customer Web Access feature requires you to configure the computer hosting your database as a Web server. Some of this process takes place outside of ServiceCEO. For more information, please read the Customer Web Access sections of the Help System.

  1. Click OK.

  2. Select the Allow cancellation up to X days before job check box to enable your customers to cancel their jobs online.

  3. If you selected the Allow cancellation up to X days before job check box, enter the number of days by which a customer must submit their cancellation request in the spin control box.

  4. Select the Allow Mobile Tech Access check box to enable employees to access ServiceCEO using their mobile devices. An Information dialog box appears.

Caution:
Enabling the Employee and System User Web Access feature requires you to configure the computer hosting your database as a Web server. Some of this process takes place outside of ServiceCEO. For more information, please read the MobileTech sections of the Help System.

  1. Click OK.

  2. Click OK.

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Disabling Web Access

  1. Select Tools > Options or press CTRL+O. The Options dialog box appears.

  2. Click Web Access from the Categories bar. The Web Access Options dialog box appears.

  3. Deselect the Enable Customer Web Access check box to enable customer web access features. An Information dialog box appears.

Caution:
If you are no longer providing online access to your customers, you should disable your web server in order to prevent unauthorized access to your system.

  1. Click OK.

  2. Deselect the Allow Employee and system user Web Access check box to prevent users from accessing your application. An Information dialog box appears.

  3. Click OK.

  4. Click OK.

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Back to Options Overview

See Also:
Customer Web Accessible Table of Contents
MobileTech Table of Contents

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