Implementing SalesHQ Portal: Customer Setup

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

With SalesHQ fully deployed, the final step of configuration is to grant customers access sot they can see their account information online. This is done via a window accessible from Customer Maintenance (Sales » Cards » Customer).

To add access for a customer open the Customer Maintenance window, open a customer record and click the Additional button on the action pane and select Manage Customer Accounts:

Customer Maintenance

In the Manage Customer Accounts window, click the Add button on the action pane:

Manage Customer Accounts with Add button highlighted

Enter the login credentials and if they should receive statements via the portal, mark the Receive Statements checkbox; click OK button to submit the new user:

Add New Customer Account

If the entered password is not valid (mixed case with numbers and at least one symbol) an error will be displayed and the password changed before the user can be saved:

Password warning message

Microsoft Dynamics GP

Passwords must have at least one non letter or digit character

The added user will be displayed in the scrolling window at the bottom of the Mnage Customer Accounts window; multiple users can be granted access to the customer account if required.

Click Save to save the created users:

Manage Customer Accounts window showing created user

The users created will be able to access the portal and see their companies recievables information; customers should be encouraged to keep their supplier updated with account information so old users can be disabled or deleted.

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