Online Portals
The Assume Identity function allows an Admin user to login to a portal and assume the identity of one of the portal contacts, seeing the portal as they see ...
Thu, 26 Sep, 2019 at 1:27 PM
Note: All screenshots are samples from a default portal. The portals can be fully customized to suit company needs. To Launch a Portal from the Online C...
Wed, 18 Sep, 2019 at 12:34 PM
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
Note: All screenshots are samples from a default portal. The portals can be fully customized to suit company needs. Step Action 1. From Logi...
Wed, 18 Sep, 2019 at 12:35 PM
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
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 fu...
Wed, 18 Sep, 2019 at 12:37 PM
The approval page allows for the approval of carts, proofs, and quotes. The contact's Online User Role will determine if the approval page is visible t...
Wed, 18 Sep, 2019 at 12:38 PM
The Orders with Balances page will show all orders, posted and unposted, with balances. Multiple orders can be selected and paid directly from this page. ...
Wed, 18 Sep, 2019 at 12:38 PM
The Admin page will show all users for a specific company and can be used to manage and maintain user access. The online admin user will be able to add, cha...
Wed, 18 Sep, 2019 at 12:39 PM