The FormLink Owner's Portal allows your to manage and monitor their locations all in one place. You can register your customers directly in the portal yourself, or provide them with instructions to self-register. Our recommended best practice is to register your customers on their behalf and then send them simple instructions on how to log in and get started.
Note: The Owner's Portal is available on Pro and Platinum tiers only. If you do not have access, please contact support to review your plan.
Register Your Customer
Complete the following steps to register your customers and their individual properties.
1. Access the customer portal using the provided link specific to your FormLink account. This is located in Configurations → Owner's Portal within your FormLink account.
2. You will be provided with a unique link.
3. Select Register.
Login/Register
4. Input your customer's name in the Full Name field.
5. Input the customer's Email address.
6. Create the customer's unique Username and Password
7. Confirm the customer's Password.
8. Select Register.
Owner Registration
9. Accept the FormLink Systems EULA.
FormLink Systems EULA
10. Enter your FormLink ID and Location Code for the customer's property. Before arriving to this step, make sure you have both pieces of information on hand:
- Your FormLink ID can be found in the top-right of your Configurations page (needs to be provided by the Company)
- The customer's Location Code can be found in the top-left of their Location Summary page. Alternatively, the customer can locate it at the top of their reports, or you can provide it to them directly.
- If your customer has multiple addresses, we recommend using Queries and Letters to pull a full list and download it as a CSV for easy reference.
11. Select Add Property.
Features Your Customers can Manage
Once registered, your customers can easily manage the following account details from the customer portal:
- Add a Property
- Remove a Property
- Update Registration Information
Add a Property
1. Select Add Property.
2. Enter the FormLink ID and Location Code for the new property.
Before arriving to this step, make sure you have both pieces of information on hand:
- Your FormLink ID can be found in the top-right of your Configurations page (needs to be provided by the Company)
- The customer's Location Code can be found in the top-left of their Location Summary page. Alternatively, the customer can locate it at the top of their reports, or you can provide it to them directly.
- If your customer has multiple addresses, we recommend using Queries and Letters to pull a full list and download it as a CSV for easy reference.
Add Property
3. Select Add Property to add the property to the system
Remove a Property
1. Select Remove Property.
2. Select a property to remove from the drop-down selection list.
Remove Property
3. Select Remove Property to remove the property from the system.
Update Registration
1. Select Update Registration.
2. Complete the two required fields to change the customer's Email address.
3. Select Update Registration to save the new Email address.
Customer Portal View
Using the customer portal, your customers can view and save any of the available PDF reports for their properties.
Customer Portal View
Using the portal, your customers can:
- View PDF reports cataloged by report type and date
- Select Get Report to view their most recent completed reports
- Select View Previous to view all history pertaining to the report type