Creating Customer Logins

1. From the Quick Links menu, select Administration. The Users screen displays.
2. Click the New button and complete the following settings below:
3. Type: From the drop down menu, select Customer
4. Name: Click the Lookup button to find the contact and click the Select button.
5. User Name: Type the username that will be used by this contact to access the portal. The user name must be at least 6 characters long with no spaces and no special characters. If only one contact at this customer site will have portal access then the username can simply be their company name.
6. New Password: Enter a strong password.
7. Confirm Password: Retype the password again.
8. Enabled: Choose yes to enable the new portal user login.
9. Click Save & Close when you have finished creating new portal user login.

If you have additional portal users to add, click Save & New and repeat steps 3-9 to create the additional logins for each customer. The maximum number of portal users that can be enabled is based on your license agreement.

Portal users can be deactivated by setting Enabled to NO. (Disabled users do not count toward your total user limit.)