Portal User Centre

The Portal User Centre serves as a comprehensive dashboard for managing customers who are designated as portal users within their customer profiles. This module provides administrators with the ability to oversee, update, and perform actions related to portal users, ensuring seamless interaction and account management for customers utilizing the B2B portal.

Understanding Portal User Centre

The Portal User Centre serves as a dedicated space for tracking and managing all customers marked as portal users in their respective customer profiles. This includes essential information related to their accounts, login activities, and user status.

Portal User Centre Fields

Field	Description
Customer	This field displays the name of the customer associated with the portal user account.
User Name	This field shows the username used by the customer to log into the portal.
Account #	This field displays the unique portal account number associated with the customer.
Portal Email	This field indicates the email address used for portal access.
Invitation Email	This field shows the email address to which the portal invitation was sent.
Invite Pending?	This field indicates whether the portal invitation is still awaiting acceptance. (Yes/No)
Currency	This field shows the default currency associated with the customer account.
Customer Email	This field shows the primary email address associated with the customer account.
User Id	This field shows the unique ID associated with the portal user.
Is Active?	This field indicates whether the portal user’s account is active.
Last login attempt?	This field displays the date and time of the most recent login attempt.
Create Datetime	This field displays the date and time the portal user account was created.
Created By	This field lists the name of the user that created the portal user record.
Modified Datetime	This field indicates the date and time when the portal user record was last modified.
Modified By	This field displays the name of the user who last updated the portal user record.
Is Email Verified?	This field shows whether the portal email address has been verified.

Portal User Centre Options

• Validate Portal Accounts: Allows users to mark the customer portal account emails as validated for the selected customers.

• Inactive Users: If enabled, it shows the list of users that are pending verification.