Help

2

Is it possible to only allow specific partners to access the customer portal

Avatar
Cameron

Hi Trying to get to grips with the portal and various communication methods.

Not wanting thousands of users, we would like to allow portal access to our distributors only, whilst preventing access to one off customers.

Is this easily achievable or would I have to start creating a module?

Many thanks in advance.

Avatar
Discard
1 Answer
1
Avatar
Flyguy
Best Answer

Choosing who you want to allow portal access to is standard functionality. When you send the invoice thru mail, you can select which mail template to use. With pdf or with portal link.

4 Comments
Avatar
Discard
Avatar
Trevor Wilson
-

Hi. How do I do this? If I enable the customer portal then every invoice has a link attached. How do I select which customers have access?

Avatar
Cameron
-

You would have to create email templates without the customer portal links.

Avatar
Cameron
-

Thanks 'Fkyguy' for the response, although I'm afraid its left me a tad disappointed. I was hoping for a button somewhere that allowed people access or not to the portal. The email address is a bit slap dash, relying on users to get it right

Avatar
Flyguy
-

Just have the user choose the correct template...