Customer and Supplier Portal Access Security
1.0 Background
WinMan’s Customer and Supplier portals provide access to selected WinMan information to enable self-service requests from customers and suppliers.
2.0 Security
To secure access to the information the contacts against the Company record are used be it a customer or a supplier.
Each contact within an organisation can therefore be given their own logon and password and their access restricted using the security settings provided.
3.0 Setup
Add a new contact to the Company you want to provide access for or select the contact you wish to use.
The user name to access the portal should be entered in to the Portal User Name field. This is usually the contact’s email address.
Their password cannot be set but a new one can be generated and sent to then by using the Tools / Generate Password function. They can also request a new password by using the Forgot Password feature on the portal itself.
Access to the portal features is controlled by selecting or deselecting the options on the Supplier Portal Security and the Customer Portal Security tabs.
Once set up and providing they have the required security a portal user can add additional contacts to access their data.