Customer Portal Administration

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.

Creating Customer Logins

• Creating Customer Logins

Create a unique login and password for each contact who will have access to your customer portal.