Published at: 2025-10-31
Terminal User Self-Service Portal
1. Self-Service Portal Overview
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End users can submit Work Orders, check Terminals, and access the knowledge base directly from the WeChat Official Account, WeChat Mini Program, or H5 links; they can also track the latest Service Work Order status. Configuration guide: https://help.fxiaoke.com/1a54/4107/2f99/368b/4a1f
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WeChat Official Account access illustration:
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- WeChat Mini Program access illustration:
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- H5 access example:
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2. Self-Service Portal Page Settings
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Navigation: Service Connector -> System Settings -> Full-Feature Configuration -> Terminal User Service Connector -> App Home, or Interconnection Management -> Interconnected Apps -> Terminal User Service Connector
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The system provides preconfigured self-service portal pages. Your organization can edit these or create new pages as needed.
Entrance 1:
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Entrance 2:
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- Add or edit in the mobile view:
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- Click the Edit button
- Configure basic info: template name, priority, applicable Roles
- Enter page configuration and drag required components, menus, or business object entries
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3. Channels for Terminal Users to Access the Self-Service Portal
3.1 WeChat Official Account Access
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Prerequisite: You must bind at least one WeChat Official Account. Setup guide: https://help.fxiaoke.com/2615/1a29/4107/2f99/368b/4a1f
Note: If outsourced Service Providers also need to submit Work Orders from WeChat, use a separate WeChat Official Account for them. Do not share the same Official Account with end users. -
Navigation: Service Connector -> System Settings -> Full-Feature Settings -> Terminal User Service Connector -> WeChat Official Account
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Access via the Official Account relies mainly on the custom menu. Configure a menu item to link to the Submit Work Order entry or to the portal page.
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Share the QR code by sending it to end users or placing it on devices to make access quick and convenient.
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- Menu access must link the menu to the application. Choose the application named “Service Connector - Terminal User”.
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Menu description:
| Menu Name | Description |
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| App Home | Self-Service portal page. Configuration guide: https://help.fxiaoke.com/1a54/4107/2f99/368b/f146 |
| Query Tools | Quick lookup functions. Details: https://help.fxiaoke.com/1a54/4107/2f99/368b/0511 |
| Submit Work Order | Create a new Work Order |
| Query Work Orders | View Work Order object list |
| Terminal List | View Terminal object list |
| Service Request | Create a new Service Request |
| Knowledge Base | Browse the knowledge base. Knowledge base data maintenance: https://help.fxiaoke.com/1a54/0d1e/4ba7 |
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3.2 WeChat Mini Program Access
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The WeChat Mini Program can directly access the portal page. Send the Mini Program QR code to end users or place it on devices; users scan to access. Note: The system provides a public Mini Program.
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Your organization can also use a dedicated Mini Program so users can search it by name in WeChat. Setup guide: https://help.fxiaoke.com/2615/1a29/4107/2f99/368b/0385
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3.3 H5 Link Access
- Navigation: Service Connector -> System Settings -> Full-Feature Settings -> Terminal User Service Connector -> Mobile View. Click Copy Link to place the link on your mobile website or other public menus.
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