B2B: Portal Account Login
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The B2B customer portal allows the clients to complete tasks independently, such as placing orders, accessing detailed product information, monitoring order status, and tracking deliveries. Access to the is restricted to portal users. To log into the portal, one must be a designated .
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 is created, you will have to validate the user for them to access the .
A portal user can be created via an invitation link that contains sign-up details for the customers. 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.
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 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:
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.
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.
Follow the steps below to create a portal user from the presentation link:
Open the presentation link given in the campaign.
Enter the email of the customer 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.
After the approver has approved the user, the requester (portal user) will receive another email confirming the sign-up.
In scenarios where the user email has changed, you also have the option to update/change the portal email. There are two ways to update the portal email:
To update the portal email from the customer portal, follow the steps below:
Login to the Customer Portal and navigate to "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.
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 mail 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 on 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.
You also have the option to create multiple portal accounts for a single user. Creating multiple accounts for a portal user can enhance accessibility and streamline workflows. Let's walk you through the process of creating multiple accounts for a portal user to help you optimize your portal experience and enhance productivity.
Open the Customer link that grants you access to the portal account.
Put in a new email that you want to associate with the Portal User and click on “Sign In”.
You will be redirected to the sign-in page. Here, fill in the necessary details such as the new user’s name and the new password for the user. Then, select the “Multi Account” checkbox.
Once you’ve selected the “Multi Account” checkbox, a new field will appear, prompting you to enter the Customer Number associated with the Portal User for which you intend to create multiple accounts.
Enter the Account Number for the portal user for which you want to create multiple accounts and click on “Register”.
A verification email will be sent to the new user with the instructions for verifying the account.
The system will generate a new portal account with the same customer name, effectively creating multiple accounts for the portal user.
Once the email is verified, the customer can access the portal.
