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How do I let a customer use the customer portal?

On the customer, Portal tab: tick Portal Enabled, press Generate Password, save, then press Send Credentials to Customer. Tick Override Portal Setting to choose its pages, pricing visibility and which companies and items it sees.

Screen
Customer, Customer In Legal Entity or Release Customer In Legal Entity › Portal
Who
Sales administration
Takes effect
On save
Needs first
An email contact on the customer

Steps​

  1. Open the customer on Customer In Legal Entity, Edit, Portal tab.
  2. Tick Portal Enabled and press Generate Password.
  3. Tick Override Portal Setting if this customer needs its own settings: Dashboard Period Type, Default Page, Portal Pricing Visibility, Order Create In, Hide Discount from Catalogue. Untick Allow All Companies to list its companies; untick Allow All Items to list its items.
  4. Save, then press Send Credentials to Customer.

Check it worked​

  • The message "Credentials sent." appears; the customer receives the portal link, its customer number and the password.

If something looks wrong​

  • "Save the customer before sending credentials." / "Please generate the portal password first." Save, or generate the password, first.