Published at: 2025-10-31

Terminal User Self-Service Portal


I. Self-Service Portal Overview

  • Allows Terminal users to submit Work Orders, check equipment status, access the knowledge base, and track Service Work Order progress directly via WeChat Official Account, WeChat Mini Program, or H5 links.
    Configuration guide: WeChat Official Account Integration

  • WeChat Official Account access example:
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  • WeChat Mini Program access example:
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  • H5 access example:
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II. Self-Service Portal Configuration

  • Access Path:
    • Service Connector > System Settings > Full Configuration > Terminal User Service Connector > App Homepage
    • Or: Interconnection Management > Interconnection Apps > Terminal User Service Connector
  • The system provides preset portal templates. Customize or create new pages based on business needs.

Entry 1:
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Entry 2:
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  • Mobile View Configuration:
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  • Click Edit to:

    • Set basic info: Template name, priority, applicable Roles.
    • Configure the page by dragging components, menus, or business object entries.
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III. Terminal User Access Channels

3.1 WeChat Official Account

  • Prerequisite: Bind at least one WeChat Official Account.
    Tutorial: WeChat Official Account Integration
    Note: If Service Providers also submit Work Orders via WeChat, use a separate Official Account (do not share with Terminal users).
  • Path: Service Connector > System Settings > Full Configuration > Terminal User Service Connector > WeChat Official Account.
  • Configure custom menu entries (e.g., “Submit Work Order” or portal links). Share QR codes for quick access.
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  • Menu Setup:
    • Navigate to Menu Response > Link App, select “Service Connector - Terminal User”.
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Menu Name Description
App Homepage Self-service portal. Guide: Portal Setup
Query Tools Quick search. Guide: Query Tools
Submit Work Order Create new Work Orders.
Work Order List View Work Order records.
Equipment List View equipment records.
Service Request Submit service requests.
Knowledge Base Access knowledge base. Guide: Data Maintenance

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3.2 WeChat Mini Program

  • Directly access the portal via Mini Program QR codes (print or share with users).
    Note: A public Mini Program is provided, or deploy a branded one (searchable in WeChat).
    Tutorial: Mini Program Integration
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  • Path: Service Connector > System Settings > Full Configuration > Terminal User Service Connector > Mobile View. Copy the link to embed in websites or menus.
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