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changes.mady.by.user Beth Dela Paz

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New Version 4

changes.mady.by.user Beth Dela Paz

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  1. Log in as Portal Admin
  2. On user's menu panel, expand Purchasing/Sales then select Vendor Contact List
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  3. Select and open the contact record to have portal access
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  4. Tick the Portal Access check box to enable selection of Contact Role
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  5. Select a user role for the contact
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  6. Enter a password for the contact
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  7. Click Save button

 

To Assign Portal Access by Internal User:
  1. Log in as an Admin/internal user
  2. Open an entity record, then open the Contacts tab
    Image Added
  3. Select and open the contact record to have portal access
    Image Added
  4. Tick the Portal Access check box to enable selection of Contact Role
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  5. Select a user role for the contact
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  6. Enter a password for the contact
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  7. Click Save button
Expand
title16.1
To Assign Portal Access by Portal Admin:
  1. Log in as Portal Admin
  2. On user's menu panel, expand Purchasing/Sales then select Vendor Contact List
    Image Added
  3. Select and open the contact record to have portal access
    Image Added
  4. Tick the Portal Access check box to enable selection of Contact Role
    Image Modified
  5. Select a user role for the contact
    Image Modified
  6. Enter a password for the contact
    Image Modified

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  1. Click Save

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  1.  button

 

To Assign Portal Access by Internal User:
  1. Log in as an Admin/internal user
  2. Open an entity record, then open the Contacts tab
    Image Modified
  3. Select and open the contact record to have portal access
    Image Modified
  4. Tick the Portal Access check box to enable selection of Contact Role
    Image Modified
  5. Select a user role for the contact
    Image Modified
  6. Enter a password for the contact
    Image Modified
  7. Click Save button
Expand
title15.4
  1. Open an existing Entity record
  2. Navigate to Contacts tab
  3.  In the grid area, select the contact then click the Open button.
  4. Select and open the contact record to have portal access
  5. Tick the Portal Access check box to enable selection of Contact Role
  6. Select a user role for the contact
  7. Click Save button to save the set up
  8. This message will show after saving the contact

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