Customer Portal

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"Customer Portal" is a website which is accessed by the customer via a login screen on the web.

 

The customer needs an account name and password to be able to login, which is created using the Customer screen -> Web TAB

 

When setting up the customer's login account details you can define several options:

1.Which 1st screen they will see by default once they login
2.Which Sites they can view
3.Which pages they can view (e.g. assets, invoices, quotes etc..)