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 ...
Thu, 26 Sep, 2019 at 1:27 PM
Online Portals - Viewing an Online Portal
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
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
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
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
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
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 t...
Wed, 18 Sep, 2019 at 12:38 PM
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.   ...
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, cha...
Wed, 18 Sep, 2019 at 12:39 PM