The profile page provides all the details for a specific portal user.    

 

Note: All screenshots are samples from a default portal. The portals can be fully customized to suit company needs. 


  • General Profile Details (contact information and online role settings)   
  • Customer (billing, shipping, and additional locations)  
  • Contact Locations (billing, shipping, and additional locations)  
  • Products  
  • Budgets  
  • Credit Cards  
     

Note: Online User access to the profile details page will vary based on their online role.

General Profile Details  

These fields contain the users general contact and online user details. Many of the fields will be completed when the user is initially setup with portal access.  

To Add/Edit/Remove Profile details:  

Step      Action  

  1.        From the profile page, edit the fields or remove field value to delete.  

  2.        Select {Save} on the right-hand side. A pop-up will appear to confirm profile saved.  


Company Locations and My Locations

Locations are populated based on addresses that have been registered to the company or contact.


To Add a Location


1. Select {New} to right-hand side of Company Locations or My Locations. A Locations modal will open.

2. Complete the fields.

3. Select {Save}.

To Edit a Location

1. Hover mouse over location to be edited and select the pencil icon that appears on the right-hand side. A Locations modal will open.

2. Make required changes.

3. Select {Save}.

To Remove a Location

1. Hover mouse over location to be edited and select the X icon that appears on the right-hand side. A pop-up will confirm location to be deleted.

2. Select {Delete}.



Products

This will list all products visible on the portal for this company. The users product access will determine whether or not they have been granted access to a specific product. The green eye icon indicates the user has access to the product. The red eye icon indicates product is restricted to the user.

To Grant/Restrict Product Access:

Step     Action

  1.       Check box to left-hand side of products to grant/restrict.

  2.       Select {Grant} or {Restrict}.


Budgets

This will list all the budgets for this user. If there are no budgets visible or available to be added, the contact and/or company has not been setup for budgets.

To Add/Remove Budgets:

Step     Action

  1.       Check box to left-hand side of budget to be added/removed.

  2.       Select {Add} or {Remove}.



Watch Profile - How a client can manage their own profile