Customer Portal Administration - Revision history

F.viau: /* Creating Customer Logins */

2014-10-23T20:13:08Z

Creating Customer Logins

F.viau: /* Creating Customer Logins */

2014-10-23T19:59:47Z

Creating Customer Logins

F.viau: /* Creating Customer Logins */ updated link to remove literal path

2014-10-23T19:56:36Z

Creating Customer Logins: updated link to remove literal path

F.viau: added link back to Admin Guide main page

2014-10-23T19:52:33Z

added link back to Admin Guide main page

F.viau: /* Creating Customer Logins */

2014-10-23T19:50:31Z

Creating Customer Logins

F.viau: added link to new page; creating customer logins

2014-10-23T19:50:04Z

added link to new page; creating customer logins

F.viau: added new page for administering customer web portal

2014-10-23T19:45:07Z

added new page for administering customer web portal

New page

Portal administration includes adding a contact to each customer Account that will have access to your web portal, then creating and managing the customer logins for these accounts.

== Adding Portal Contacts ==

You can create portal logins for one or more existing contacts at the customer's company, or add a new contact. Note that portal logins cannot be created at the Account level; at least one contact with a valid email address is required.

1. Open the '''Related Info''' section of the customer's Account detail screen, then select '''Contacts''' from the drop-down menu.

2. Click the '''New Contact''' button.
''The New Contact screen displays.''

3. Enter the first name, last name, email address and any other contact information you have.

4. Click '''Save & Close'''.

@@ Line 16: / Line 16: @@
 == Creating Customer Logins ==
-* [[Customer_Portal_Administration#Creating_Customer_Logins|Creating Customer Logins]]
+* [[Creating_Customer_Logins|Creating Customer Logins]]
 Create a unique login and password for each contact who will have access to your customer portal.

@@ Line 16: / Line 16: @@
 == Creating Customer Logins ==
-* [[User_Administration#Creating_Customer_Logins|Creating Customer Logins]]
+* [[Customer_Portal_Administration#Creating_Customer_Logins|Creating Customer Logins]]
 Create a unique login and password for each contact who will have access to your customer portal.

@@ Line 16: / Line 16: @@
 == Creating Customer Logins ==
-* [http://staging1.commenceonline.com/mediawiki/index.php/Creating_Customer_Logins Creating Customer Logins]
+* [[User_Administration#Creating_Customer_Logins|Creating Customer Logins]]
 Create a unique login and password for each contact who will have access to your customer portal.

← Older revision		Revision as of 19:52, 23 October 2014
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	Create a unique login and password for each contact who will have access to your customer portal.		Create a unique login and password for each contact who will have access to your customer portal.
		+
		+
		+
		+	Return to '''[[Commence OnDemand Admin Guide]]'''

@@ Line 16: / Line 16: @@
 == Creating Customer Logins ==
-* [http://staging1.commenceonline.com/mediawiki/index.php/Creating_Customer_Logins Creating Portal Logins]
+* [http://staging1.commenceonline.com/mediawiki/index.php/Creating_Customer_Logins Creating Customer Logins]
 Create a unique login and password for each contact who will have access to your customer portal.

← Older revision		Revision as of 19:50, 23 October 2014
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	4. Click '''Save & Close'''.		4. Click '''Save & Close'''.
		+
		+	== Creating Customer Logins ==
		+
		+	* [http://staging1.commenceonline.com/mediawiki/index.php/Creating_Customer_Logins Creating Portal Logins]
		+
		+	Create a unique login and password for each contact who will have access to your customer portal.