Online Portals

Online Portals - Assume Identity
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 it. Note: If you are having issues l...
Thu, 26 Sep, 2019 at 1:27 PM
Online Portals - Viewing an Online Portal
To Launch a Portal from the Online Configuration Page Step     Action   1.       Select {Settings} and then select {Online Configuration} under Online Ordering section.   2.       Select a port...
Mon, 20 Jan, 2020 at 11:47 AM
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 url. To obtain the Customer ID: Step...
Thu, 6 Dec, 2018 at 10:02 AM
Online Portals - Password Reset
Back Note: All screenshots are samples from a default portal. The portals can be fully customized to suit company needs.  Step    Action   1.      From Login page, select {Forgot?}. You will...
Tue, 6 Apr, 2021 at 1:37 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 redirected from there to their default portal. ...
Thu, 8 Aug, 2019 at 1:23 PM
Online Portals - Profile Page
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.  ...
Wed, 18 Sep, 2019 at 12:37 PM
Online Portals - Approval Page
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 to the user or not. Note: All screens...
Mon, 20 Jan, 2020 at 11:27 AM
Online Portals - Orders with Balances Page
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.   Note: Online User role will determin...
Wed, 18 Sep, 2019 at 12:38 PM
Online Portals - Admin Page
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, change, or delete user profiles for their s...
Mon, 20 Jan, 2020 at 11:35 AM