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. Item Description Theme N...

Back How to Customize a Theme The chosen root theme can then be customized by selecting {Customize this Theme} on the bottom left-hand side of the screen.  Once selected, fields will appear for...

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...