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Before you can use your vendor contact as a user login, you have to setup properly your the following:
- SMTP Email Settings - set in
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- Company
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- Configuration screen opened from System Manager menu.
- Contacts User Role - created from System Manager > User Roles and then select Contact role type. This is where you select the menus to be displayed in the vendor contacts Main Menu.
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Once SMTP email settings is and User Role were set, you can setup your vendor entity record.
- Create new or open existing vendor record.
- Navigate to Contacts tab.
- Select contact from the grid and click View Open button. Entity Contact screen of the selected record will open.
- Enable Portal Access to show portal related buttons and field.
- Select Contact Role applicable for vendor contacts.
- Save setup.
- Click Email Login button. This will send the credentials of the vendor contact.
- A message will prompt that email was sent.
- Close screens and logout of i21.
- Check email for the vendor contact's login credential.
- Use this credential to login into i21.
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Before you can use your vendor contact as a user login, you have to setup properly your SMTP Email Settings in the Company Preference screen.
Once SMTP email settings is set, you can setup your vendor entity record.
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