Methodoos Portal

Welcome to Methodoos Portal!

Having reached our second operational year, it is about time we change the way our customers communicate with Methodoos!

This is why we are digitizing the process our customers can reach out, through a fully functional portal.

Portal Options

Quotations

All Quotations sent by Methodoos are listed here with the ability to:

View all line details

Accept & Sign

Download

Print

Send Message with Attachment

Reject

Sales Orders

All confirmed Sales Order are listed in this section with the ability to:

View all line details

View Terms & Conditions

Download

Print

Send Message with Attachment

 

eLearning

 All Training Videos and Presentations are now available with the ability to:

Keep track of all trainings you have watched

Get acknowledgement by achieving new training goals 

View progress bars by training Category

Invoices & Bills

 Once an Invoice or a Bill is issued by Methodoos, it is going to be listed here with the ability to :

View all line details

View Invoice Status

Get info about outstanding payments

Download

Print

Send Message with Attachment


Tickets

All Support Tickets will be listed here, along with the ability to:

View all Tickets details ( Reported on - Reported by -  Assigned to - Ticket Description)

View Ticket Stage

Send Message with Attachment

Close Ticket 

Subscriptions

Your Subscription Plan with Methodoos will be listed here with the ability to :

View all line details

Get information about renewal pricing/date

View Subscription Status

View Terms & Conditions 

Send Message with Attachment


How it Works

A portal access is granted to a user who has the necessity to have access to Methodoos instance, to view certain documents or information in the system.

For Example, a long term client who needs to view online quotations.

A portal user has only read/view access. He or she will not be able to edit any document in the system.

Registration steps are as simple as they can be

Email Invitation by Methodoos

Methodoos will send to each authorized user of your company an email invitation which will include a link to open and register on our website.

Create your Password

Once you click on this link, you will be redirected to Methodoos website, where you will be asked to enter and confirm your portal user password.

Use "My Account" Option

After your successful login, your email will be shown on the top right corner of Methodoos website.  Select "My Account" on the drop down menu and you will be redirected to Methodoos Portal main menu.

All Portal Users are divided into 2 major User Groups


 Admins

 who have access to the following Methodoos Portal Options:

Quotations

Sales Orders

eLearning

Invoices & Bills

Tickets

Subscriptions


Users

who have access to the following Methodoos Portal Options: 

eLearning

Tickets


Odoo - Epoptia MES Integration