Online Portals

Online Portals - Assume Identity
Online Portals - Assume Identity To Launch a Portal Step     Action   1.       Select {Settings} and then select {Online Configuration} under Online O...
Thu, 25 Oct, 2018 at 11:13 AM
Online Portals - Viewing an Online Portal
Online Portals - Viewing an Online Portal Note: All screenshots are samples from a default portal. The portals can be fully customized to suit company ...
Mon, 6 May, 2019 at 2:43 PM
Online Portals - Registering for a Customer
Portals - Registering for a Customer A contact can register directly for their companies portal by adding their Customer ID to the portal registration u...
Thu, 6 Dec, 2018 at 10:02 AM
Online Portals - Password Reset
Online Portals - Password Reset Note: All screenshots are samples from a default portal. The portals can be fully customized to suit company needs. Ste...
Mon, 6 May, 2019 at 2:44 PM
Online Portals - Portal Login
In version 3.13, single sign in enhancements were introduced to allow customer contacts to login to your company's default portal page and be redirecte...
Thu, 8 Aug, 2019 at 1:23 PM
Online Portals - Profile Page
Online Portals - Profile Page   Overview The profile page provides all the details for a specific portal user.      Note: All screenshots are samples fro...
Mon, 6 May, 2019 at 2:44 PM
Online Portals - Approval Page
Online Portals - Profile Page   Overview The approval page allows for the approval of carts, proofs, and quotes. The contact's Online User Role will...
Mon, 6 May, 2019 at 2:44 PM
Online Portals - Orders with Balances Page
Online Portals - Orders with Balances Page Overview The Orders with Balances page will show all orders, posted and unposted, with balances. Multiple orde...
Mon, 6 May, 2019 at 2:44 PM
Online Portals - Admin Page
Online Portals - Admin Page Overview The Admin page will show all users for a specific company and can be used to manage and maintain user access. The on...
Fri, 21 Jun, 2019 at 12:36 PM