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Website guest / customer / portal user

Hariharan Gopalan
on 9/26/14, 2:54 PM 9,055 views

I am trying to understand the difference between a customer and a portal user. If a website visitor places an order on the website, the visitor is added as a customer, but unless the visitor explicitly sign's up on the portal a user id is not created for this customer. Wonder what the design thinking is. would it not make sense to add this customer automatically as a portal user that would enable them to return and sign in on their next visit?

Martin Temmink
On 9/27/14, 8:07 PM

mh, not sure if this helps.

I changed the behaviour of this by:

  1. go-to settings
  2. go-to general settings.
  3. Activate the customer portal
  4.  Allow external users to sign up
  5. Template user for new users created through signup choose (template-users)

    now the system creates a portal user when someone sign-on.
    and will automatically go to the portal after creating the portal users (log-in automatically)

    If this answers your question, then please give my a thumbs up vote.



On 11/17/14, 6:34 AM

@Hariharan Gopalan, a portal user must not necessarily be a customer. in example, this person could be an external free lancer working on projects and such. Also, not every customer may want to be closely attached to the company and use the portal to have a look at her sales orders and so on.

These are use-case-wise thoughts. Design-wise, I do not know.

I agree. Perhaps another approach should be thought to allow users to see, for example quotations in the very attractive web format, without making them log in. Something like a short-life-token that expires, may be.. a possible option, but I don't know.

Daniel Blanco
on 3/31/15, 11:41 AM

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Asked: 9/26/14, 2:54 PM
Seen: 9055 times
Last updated: 2/15/17, 10:09 AM