> For the complete documentation index, see [llms.txt](https://docs.xorosoft.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xorosoft.com/xoroerp-1/b2b/b2b-portal-account-login.md).
# B2B: Portal Account Login
The B2B customer portal allows clients to complete tasks independently, such as placing orders, accessing detailed product information, monitoring order status, and tracking deliveries. Access to the [B2B portal](#creating-a-portal-user) is restricted to portal users. To log into the portal, one must be a designated [portal user](/xoroerp-1/admin/user/portal-user/portal-user-centre.md).
You can designate a new or existing user as a portal user by sending them an invitation link. Additionally, a new portal user account can be created through a presentation link shared via a campaign. Once a customer is designated as a portal user, they receive a unique Portal Account Number, which distinguishes their portal account in the system.
After the [portal user](#creating-a-portal-user) is created, you will have to validate the user for them to access the [B2B portal](/xoroerp-1/b2b/customer-portal.md).
### Creating a Portal User
#### With the Invitation Link
A portal user can be created via an invitation link that contains sign-up details for the customer. This process includes setting up or editing a customer account, assigning portal user status, and sending an invitation. Below is a step-by-step guide to help you navigate this process efficiently.
* Create a Customer or edit an existing Customer. Go to the Portal tab and check the **“Is Portal user”** checkbox.
* Save/Update the customer. Once the changes are applied, the Portal Account number will be assigned automatically to the customer.
* This **“Account Number"** will also be reflected in the “Portal User Centre”.
* Now, send the Portal Invitation from the Customer module/ Customer Portal Invitations module.
* To send the invitation from the customer module, open the customer and go to Options > Send Portal Invitation.
* To send the invitation from the Customer Portal Invitations module, select the customer and go to Options > Send Invitation.
* The Invite Status can be checked from the **Portal User Centre**.
* The Invitation Email will contain an **Invitation Code**. This code is a unique key required for the Portal Signup Process through Invitation.
* Customers can click on **"Register"** to begin the sign-up process for the user.
* Enter the email, name, and password, and click **"Register"** to complete the Portal User Signup process.
* After setting up the account, go to your inbox and validate your email.
* After completion of the user signup, the portal user will be active and can be confirmed from the **Customer Portal Invitations** module.
{% hint style="info" %}
If the portal user is already active and you need to resend the portal invitation, navigate to **Menu → Sales → Customer Section → Customer Portal Invitations**, select the customer record, and click **Options → Disable Customer Portal**.
Once the portal is disabled, select the customer record again and click **Options → Enable Customer Portal**. After re-enabling the portal, click **Options → Send Invitation** to resend the portal invitation email to the customer.
{% endhint %}
{% hint style="info" %}
**Please note: When using the Invitation Link:**
* The login email can be edited while logging into the Portal Account.
* ***New Customers will not be created even if the main email is not used while logging into the Portal Account. The email will be linked to the existing Customer.***
{% endhint %}
### With the Presentation Link
The user can create a new single- or multi-user portal account with the presentation link. No invitation code is required for this process. However, when creating a portal user via a presentation link, there's an option to enable an approval process for creating the portal user.
To enable the Approval Process, navigate to the B2B tab in the App Config module. Here are the specific app configs that need to be adjusted to activate the approval process:
1. **Use Portal signup authorization:** By enabling this setting, a notification will be sent to the portal signup approver for approval of the new account sign-up.
2. **Portal signup approver email(s)**: This setting allows you to define the email address of the approver who will receive the notification for signup approval. When a user registers or signs up for the B2B presentation, the system will automatically send a notification to the designated approver for their approval.
If the Approval Process is enabled in the App Config, then users will need to be approved by the admin before their account is activated.
#### Creating the portal user using a presentation link
Follow the steps below to create a portal user from the presentation link:
* Copy the presentation link given in the campaign and open it in an **Incognito window**. Opening the presentation link in the same browser window may use the existing session, which can result in an error.
* Enter the customer's email and click "Sign in".
* You will be redirected to the Portal Login screen. Enter the email, name, and password, and click "Register".
* The user will be registered and prompted to validate the email.
* Open the inbox and Verify the Email.
* After validating the email, a request is sent to the approver’s email defined in the app config. The requester (**portal user**) will receive another email confirming the sign-up after the approver has approved the user.
{% hint style="info" %}
**Please Note:** If the existing email (main email) is used for registering the user, the system will update the customer as a portal user. On the other hand, ***if the email provided for portal login doesn’t match the main email of any customer, a new customer will be created in the system with the details provided.***
{% endhint %}
### Creating Multiple Accounts for Portal Users
You can create multiple portal accounts for the same customer by using the **Multi Account** option during portal registration. Each user can have their own login credentials while being associated with the same customer account.
Follow the steps below to create multiple portal accounts:
1. Copy the **presentation link** provided in the campaign and open it in an **Incognito window**.
2. Enter the new **email address** you want to register and click **Sign In**.
3. On the registration page, enter the **name** and **password** for the user you want to associate with the existing B2B portal user.
4. Select the **Multi Account** checkbox. A **Customer Number** field appears. Enter the **Customer Number** associated with the existing portal user. Click **Register**.
You can view the **Customer Number** in the **Customer Centre** under the **Customer Number** column.
5. A verification email is sent to the newly registered user's email address. Follow the instructions in the email to verify the account.
6. Once the account is verified, the new user can access the portal using their registered credentials.
7. The newly created user is also visible in the **Portal User Centre** under the same **Customer** name as the existing portal user whose **Customer Number** was used for the association.
### Updating the Portal Email using the existing Portal Login
In scenarios where the user's email has changed, you also have the option to update/change the portal email. There are two ways to update the portal email:
#### Updating the portal email from the Customer Portal
To update the portal email from the Customer Portal, follow the steps below:
* Log in to the Customer Portal and navigate to the "My Profile" module.
* Here, scroll down and click on the "Pencil" icon beside the Account Email.
* A popup will open to change the email. Enter the Old Portal Email, Password, and New Email, and click "Change E-Mail".
* The user will receive a confirmation email on the new email address to verify the email change request.
* After verification, the Portal Email will be updated.
### Updating the portal email from the Customer module
To update the portal email from the customer module, follow the steps below:
* Open the customer and uncheck the “Is Portal User?” column and “Update” the customer.
* After the changes are saved, update the email. (Please note that the portal invitation is sent to the main email.)
* Then, go to the “Portal” tab again and check the “Is Portal User?” column and “Update” the customer.
* Then, go to Options >> Send Portal Invitation.
* The customer will receive the portal invitation at the updated email address.
Once the Portal Invitation is received by the customer, they have to follow the steps below:
* Open the email and click on “Register”.
* You will be redirected to the portal login page. Enter the email address and password here and click on “Register”.
* An email will be sent to the portal user for verification.
* Open the email and click on “Verify Email” to activate the portal account and ultimately change the portal email.
---
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