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