Customers
Customer Settings
Last Updated: 10 November 2026Customer defaults, company details, portal registration, contact and file permissions, Customer Portal access and what customer statements show.
Customer Contact Forms
Last Updated: 10 November 2026Where to find your website contact (enquiry) forms in Settings, with links to the full guides.
Manage Workshop Departments
Last Updated: 10 November 2026Add, edit and delete the departments tickets are sent to, with optional email-to-ticket.
Manage Predefined Replies
Last Updated: 10 November 2026Save replies you use often so you can insert them into ticket replies.
Manage Support Ticket Priorities
Last Updated: 10 November 2026Add, edit and delete ticket priorities.
Manage Support Ticket Statuses
Last Updated: 10 November 2026Add, edit and delete ticket statuses and their colours.
Enable/Disable GDPR
Last Updated: 10 November 2026Turn on customer privacy tools and the GDPR page in the Customer Portal.
GDPR Settings
Last Updated: 10 November 2026Set up data portability, erasure requests, privacy information and consent for customers.
Customer Security
Last Updated: 10 November 2026Protect Customer Portal logins with reCAPTCHA, login throttling, inactivity logout, passkeys, two-factor authentication and a password policy.