Contact Person - Account Data tab
In the Account Data tab you can grant access for the client's contact person to the Customer Portal. You can create a system login, allow FTP access, and configure which rights are available for the contact person in the Customer Portal.
|Customer Portal Access Allowed checkbox|
You can grant access to the Customer Portal for the contact person by selecting the checkbox. When the checkbox is selected, additional options become available.
|FTP Access Allowed checkbox|
Select the checkbox in order to allow the contact person to access the FTP server. If the checkbox is selected, the contact person can download files from the FTP server.
|Manage drop-down menu|
You can select which reports are available for the contact person.
You can provide the contact person's username in the Customer Portal. The contact person can use this username to sign in to the Customer Portal.
|Send Welcome E-mail button|
Click to send an automated welcome e-mail to the contact person. If a contact person was given access to the Customer Portal, the welcome e-mail contains the URL to the Customer Portal and their username and password.
|Send Password Reset E-mail button|
If the contact person requested to change their password for the Customer Portal, you can click this button. The contact person receives an e-mail with a link to a page where they can enter a new password.
The specific authorization the contact person has in the Customer Portal.
|Edit button||Click to modify the tab.|
|Save button||Click to apply any modifications.|
|Save and Exit button||Click to apply the modifications and get back to the contact persons list.|
|Cancel button||Click to discard any changes and leave the editing mode.|
|Exit button||Click to get back to contact persons list.|