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Customer Dashboard (EspoCRM Portal)

To provide our clients with fast, secure, and centralized access to services and support, we’ve built a fully integrated Customer Dashboard powered by EspoCRM's Portal. This dashboard gives customers a personalized environment to manage licenses, submit requests, access support history, and interact with us - using just one account.

This article outlines how the dashboard works, how access is granted, and what features are available once you're logged in.

1. First Contact: From Lead to Customer

When a person contacts us - via email, live chat, contact form, or by scheduling a meeting - they are automatically added to our system as a lead in EspoCRM.

After discussing the project or service request, we provide a secure registration link to transition from a lead to a customer:

🔗 Register Your Company

2. Registration & Verification Process

Once the registration form is submitted:

  • A verification request is created in EspoCRM.
  • Our team reviews the details, including validation of the company’s existence and correctness of submitted data.
  • Upon successful verification, we approve the request internally.

Then, the system performs the following automated actions:

  • Converts the lead into a proper Account and Contact
  • Creates a Portal User
  • Sends a welcome email with a secure link to set your password

3. Single Sign-On (SSO): One Account, Many Services

Our dashboard uses Single Sign-On (SSO), which allows customers to use one account across all our platforms, including:

  • The customer dashboard
  • Our e-commerce system
  • Company forms and applications
  • Future integrated services

After setting your password, simply visit dashboard.dubas.pro and click Sign In.

4. Role-Based Access Control

To manage access based on responsibilities within your company, we assign specific roles to each user. These roles define what data and features a user can access:

Available Roles

  • Owner – Full visibility and control over company-wide data, settings, and users.
  • Billing – Access to invoices, transactions, and billing details.
  • Regular – Access to personal profile and communication history.

5. Dashboard Features Overview

Once logged in, the customer dashboard provides access to multiple tools and features:

🎟 Access to Support Tickets

All communication with our team is managed via our internal EspoCRM Ticketing System. Within the dashboard, customers can:

  • View open and closed tickets
  • Review conversation history
  • Monitor ticket status
  • Reply to support directly through the portal

📦 Access to Purchased Licenses

Customers who purchase our extensions or services are granted access to a Licenses section within the dashboard. From here, they can:

  • View a list of purchased products
  • Download the latest versions of extensions
  • Track license activation and expiration status

This ensures that downloads and updates are always accessible in a secure and convenient way.

📝 Access to Company Forms

Many of our internal and customer service forms - such as those used to request consultations, submit RFPs, or schedule calls - require account authentication.

After logging into the dashboard:

  • Customers gain automatic access to authenticated forms
  • All form submissions are linked to the user’s account
  • Data is prefilled when possible to streamline the process

This centralized access improves efficiency and eliminates the need to fill out the same information multiple times.

6. Portal Access & Data Visibility

For performance and data management, some limitations apply within the portal:

  • Time-based filtering: Users may only see records from the last X months
  • Role-specific visibility: Users only see data appropriate to their assigned roles
  • Archived data: Older items may be archived and accessible upon request

These measures help keep the dashboard clean, fast, and secure for all users.

Summary

Our Customer Dashboard, built with EspoCRM’s Portal, is more than just a support tool - it's a centralized access point for all your interactions with us. Whether you need to download licenses, submit a ticket, fill out a company form, or manage billing, everything is accessible with a single account.

We’re constantly working to improve your experience. If you have questions or feedback, feel free to reach out through any communication channel or use the Help section within the dashboard.