← Resource Center

Customer portal

Manage shop

The manage shop tab also shows the following reporting:

  1. Shop Settings: Allows admin center user to set specific WIP and communication preferences.
    • # Days to Auto-Close Work In Progress: Clears WIP after xx days.
    • Send Request Received Email: When a new request is entered, send or do not send an email to the center.
    • Send Request Assigned Email: When RO is assigned, send or do not send an email to the center.
    • Send ID3 Report Email: Send or do not send the first Why Report PDF via email to the center.
  2. Invite Users: Allows a customer who is set up as an admin for the account to add users that can request Protech services. Admin users can also be added if needed.
  3. Email invite to additional user: Allows the admin user to enter in the email address of the person they would like to add as a user. Admin users can make any existing user an admin user if additional support is needed. Clicking “Save” will send an email invite for Protech’s customer application.
  4. List of all users configured on the account. The icon next to their name indicates the status.
    • A person icon indicates a confirmed account.
    • A garbage can icon indicates that an invitation has been sent, but the user has not completed their account setup.

Manage Users on your account: Click on the user icon to open a window to update their account settings or remove them from the account. User accounts cannot be edited until setup has been completed.