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changes.mady.by.user Beth Dela Paz

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changes.mady.by.user Ardi Castillon

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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
  3. Select and open the contact record to have portal access
  4. Tick the Portal Access check box to enable selection of Contact Role
  5. Select a user role for the contact or create a new by clicking the User Role hyperlink while if the field is blank
  6. Enter a password for the contact
  7. Click Save button

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  1. Log in as Portal Admin
  2. Open User List menu
  3. Select and open the desired contact record to have portal access
  4. Tick the Portal Access check box to enable selection of User Role
  5. Select a user role for the contact or create a new by clicking the User Role hyperlink while the field is blank
  6. Enter a password for the contact
  7. Click Save button

 


Expand
title16.x
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
  3. Select and open the contact record to have portal access
  4. Tick the Portal Access check box to enable selection of Contact Role
  5. Select a user role for the contact
  6. Enter a password for the contact
  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
  3. Select and open the contact record to have portal access
  4. Tick the Portal Access check box to enable selection of Contact Role
  5. Select a user role for the contact
  6. Enter a password for the contact
  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
  3. Select and open the contact record to have portal access
  4. Tick the Portal Access check box to enable selection of Contact Role
  5. Select a user role for the contact
  6. Enter a password for the contact
  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
  3. Select and open the contact record to have portal access
  4. Tick the Portal Access check box to enable selection of Contact Role
  5. Select a user role for the contact
  6. Enter a password for the contact
  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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