Service Provider - WeChat Service Account Channel

1. Binding WeChat Official Account

Before Binding: - Only CRM administrators can bind a WeChat Official Account to ShareCRM. - The WeChat administrator must authorize the binding process during the operation. - Subscription accounts and unverified service accounts are not supported for binding.

Steps: 1. Navigate to: Admin > Interconnection Management > WeChat Official Account, then click “Connect WeChat Official Account”. 2. On the WeChat Official Account connection page, click [WeChat Official Account Authorization] to proceed to the authorization page on the WeChat platform. 3. After the Official Account administrator completes the authorization, review the connection details and click the [Create] button in the upper-right corner to finalize the binding.

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2. Service Provider Access to Service Provider Portal via WeChat Official Account

Service providers primarily access the portal through custom menus configured in the WeChat Official Account.

Note: If Terminal users (Accounts) also need to submit Work Orders independently via WeChat, a separate WeChat Official Account should be used. It is not recommended for Service Providers and Terminal users to share the same WeChat Official Account.

Steps: - Menu Response > Connect App: Select the [Service Provider Portal] app.

Features: - Service Provider Portal > App Homepage: The configured homepage of the Service Provider app (refer to configuration guidelines). - Service Provider Portal > Service Provider Work Orders: Displays the full list of Work Orders. - Account Binding: Enterprise Account (Service Providers can either auto-match by entering a phone number or register an account manually).

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