Any contact, with a role allowing them to place orders, can be designated as requiring an approver. Adding approvers to a contact's online ordering settings will mandate that any order submitt...

Back A Portal is a specially designed website that serves as the point of access for online retail sales. Multiple portals can be created, depending on your company and customer needs. Sett...

Back A Theme provides a default for the layout and design of a portal. The same theme can be used for multiple portals or you can create a theme for each portal.  Theme Name This field a...

Back Themes can be customized at the following levels: Header HTML Sidebar HTML Footer HTML CSS Javascript For instructions pertaining to Theme Customization see our Theme Setup Art...

Back Security Role Subsections Description Admin Page Add Users Delete Users Edit Users Role Add Budgets Add Credit Cards Delete Credit Cards Add Customer Locations Edit Customer Loc...