Access to the customer portal is activated within the contact person on the customer card. You must enter an email address to grant access to the portal by clicking the "Permissions" button:
You can also grant access to the customer portal in the contact person overview by clicking the customer portal icon on the right side.
A green checkmark shows who has access:
In this view, you can grant access and set permissions for multiple contact persons in the same procedure. Select the contact persons you want to update on the left side and click the "Rights Customer Portal" button. Check the permissions you want to update and choose whether the permissions should be on or off.
In the image below, I have given all contact persons access to the customer portal and sent them a welcome email, but I have not enabled any permissions so they only have read access in the portal.
A customer with the "superuser" permission has all accesses in the customer portal. He/she can change company information, add and edit contact persons and projects. He/she can also unsubscribe products in the customer portal if this is enabled under module settings (see more information in the article Unsubscribing in the Customer Portal).
When you check "customer’s superuser," all permissions are automatically enabled. The close button saves all changes you have made in this view.
Users who have the permission Can create/edit contact persons (including permissions/access) can grant access and change permissions for other contact persons inside the customer portal. But if the user does not have the permission Can change company information, he/she cannot change this access for other users either.
Creating a New Customer Project
Assumes the customer has access:
Customers with access to create new projects do this by clicking the + sign at the bottom right.
Enter the project number, description, and other relevant information and click the save button at the bottom:
When a new project is created in the customer portal, the salesperson on the customer card receives an info email: