Before companies can be added to a portal, the portal must first be setup. For more information, see Online Configuration - Portals. Once the portal has been setup, companies can be added by configuring their 'Online Ordering Settings.'
To add a Single Company to a Portal
Step Action
1. Select {CRM}. On the Customer tab, hover over the name of company to be edited and select
the view icon. The Customer view page will open.
2. Hover over the Actions menu and select {Edit} from the drop-down. The Customer edit modal
will open.
3. Select {Online Ordering} on the right-hand side of screen to auto scroll to
Online Ordering section.
2. Complete the following fields on the customers Online Ordering information.
Note: These are the basic fields needed to configure online ordering for the customer. There
are additional fields that can also be customized on the Online Ordering setup. For more
information, see Customers - Online Ordering.
Field | Description |
Customer's Default Portals | Select Default Portal options from the drop-down. |
Automatically Grant Contacts Product Access | This will automatically grant any contact of the company access to products on the portal. Default set to Yes. Note: If automatic product access not granted, any added contacts will initially appear on the portal with products restricted. |
Online Security Role Access | Select some Online Security Role Access options from the drop-down. Note: If no online security roles are designated, the contacts security role will not be visible under their profile on the portal. |
3. Select {Save}. A pop-up window will confirm the customer updated successfully.
To Bulk add Companies to a Portal:
Step Action
1. Select {CRM}. The page should open on the Customers tab.
2. Select entries under Customers to action by checking boxes on the left-hand
side. You can action all entries by checking box to left of {New} under
Customers.
3. Select {Bulk Actions}. A modal window will open.
4. Complete the following fields.
Note: These are the basic fields needed to configure online ordering for the customer. There
are additional fields that can also be customized on the Online Ordering setup. For more
information, see Customers - Online Ordering.
Field | Description |
Customer's Default Portals | Select Default Portal options from the drop-down. |
Automatically Grant Contacts Product Access | This will automatically grant any contact of the company access to products on the portal. Default set to No. Note: If automatic product access not granted, any added contacts will initially appear on the portal with products restricted. |
Online Security Role Access | Select some Online Security Role Access options from the drop-down. Note: If no online security roles are designated, the contacts security role will not be visible under their profile on the portal. |
4. Select {Save}.