Create a Portal user
- Open Portal Access and click Add Portal User.
- Enter the user details and set the Branches, Head Offices, or Relationship Types the account should be restricted to.
- Save the profile so the access record is available to manage.
Customer access
Create and Manage Portal Users
Set up Portal users, limit them to the correct entities, and control whether they can open the tracking workspace.
Control what the user can access
- Open Manage on the user row.
- Confirm the Branches, Head Offices, or Relationship Types the account is restricted to, and whether the account is active.
- Under Page Access, check Tracking only when the user should be able to open the PieceOutData tracking workspace; use Quotes, Reports, Report Builder (Editor), and Warehouse to control the other portal sections.
Maintain access after setup
- Use search on the Portal Access page to find the user by name, email, or customer.
- Return to the user record any time their company restrictions or active status changes.