FAQ - How do I add Companies to a Portal?




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}.