Skip to Content
Menu
This question has been flagged
1 Odpoveď
5680 Zobrazenia

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
Zrušiť
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.

Avatar
Zrušiť

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?

Autor

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

Autor

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

Just have the user choose the correct template...

Related Posts Replies Zobrazenia Aktivita
11
mar 16
10979
0
feb 24
4902
2
mar 15
9226
1
mar 15
4658
1
mar 15
4691