Customer Portal Overview #
The DMSI Service Management extension adds a dedicated services section to the DMSI-DDLS Core customer portal. Customers access all service-related self-service functions through a unified area without needing to contact staff directly.
What DMSI Service Management Adds
The Core portal provides account management, license, and billing access. Service Management extends it with a full services hub: contract visibility, request submission and tracking, asset monitoring, and satisfaction surveys — all under/customer-portal/services/.
Access URL #
The services portal root is:
https://yoursite.com/customer-portal/services/
All sub-pages follow the same base path:
| Page | URL |
|---|---|
| Services Hub | /customer-portal/services/ |
| My Contracts | /customer-portal/services/contracts/ |
| My Requests | /customer-portal/services/requests/ |
| Submit a Request | /customer-portal/services/submit-request/ |
| My Assets | /customer-portal/services/assets/ |
| Satisfaction Survey | /customer-portal/services/satisfaction-survey/?token=XXX |
Authentication #
The portal inherits authentication entirely from DMSI-DDLS Core. Customers must be logged in to a Core customer account before they can access any services page. If a visitor navigates to a portal URL while logged out, Core redirects them to the login page.
No separate login credentials are required for the services portal.
Navigation #
After login, a “Services” item appears in the Core portal navigation menu. Clicking it takes the customer to the Services Hub. All other services pages are accessible from the hub via navigation links and action buttons.
Important Setup Note #
After installing or activating the plugin, you must flush WordPress rewrite rules before portal pages will work. Navigate to Settings > Permalinks in WordPress admin and click Save Changes — no other changes are needed. Skipping this step causes all portal URLs to return 404 errors.