Netzportal Product Documentation
Netzportal is a digital service Portal for network operators and municipalities. Your customers — homeowners, businesses and installers — use it to request services online (for example a grid connection, a meter change or a PV registration). Your team uses it to design those requests, receive them and process them.
Netzportal has two parts:
| Part | Who uses it | What it is for |
|---|---|---|
| Portal | Your customers and partners | Requesting services, following inquiries, managing their account. |
| Designer | Your team | Designing services and forms, processing settings, users, roles and content. |
Everything is configured in the Designer. No programming is needed to add a new service, change a form or open and close an offer.
Who uses Netzportal
| Role | What they do |
|---|---|
| Applicants | Visit the Portal, choose a service, fill in a guided form and submit an inquiry. Signed-in users can save their progress and follow their inquiries. |
| Designers | Build forms, group them into collections, decide who can see them and keep the content up to date. |
| Reviewers / staff | Receive inquiries, check them and move them through your processing steps. |
| External partners | Optionally continue an inquiry that was handed over to them (for example an installer company). |
What you can do
- Offer services online — each service is a form shown as a tile on the Portal.
- Group services — collections bundle related forms (for example "Electricity" and "Gas") and control their visibility.
- Build guided forms — drag and drop fields into steps, show fields only when they are relevant, calculate values and check inputs.
- Use your own data — fill dropdowns and fields from lookup tables you maintain, for example postal codes or meter types.
- Control access — show services and even single fields only to certain user groups or for certain services.
- Pause services — put a collection or a single form into maintenance with your own message.
How this documentation is organised
| Section | Read it to… |
|---|---|
| Getting Started | understand the Portal, the Designer and the journey of an inquiry |
| Accounts & Roles | learn how accounts are created, the default roles and permissions |
| Using the Portal | see the Portal the way your customers see it |
| Forms & Collections | create, build, publish and maintain your services |
| Processing Inquiries | handle incoming inquiries, statuses and request types |
| Services & Locations | set up services, operators and addresses |
| Content & Appearance | edit pages, menus, documents, dashboards and the look of the Portal |
| Communication | adjust emails and notifications |
| Data & Integrations | maintain your own data and connect your systems |
| Administration | manage test and production, settings, logs and clean-up |