Difference between revisions of "Portals"

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| colspan="4" style="width: 265px;" | Customer, Site and Chain portals provide customers access to site and job lists as well as the ability to submit new job requests. 
 
| colspan="4" style="width: 265px;" | Customer, Site and Chain portals provide customers access to site and job lists as well as the ability to submit new job requests. 
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">1.&nbsp;[[Portal Defaults Setup|Setup the Defaults]]</span>&nbsp;
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">1.&nbsp;[[Portal_Defaults_Setup|Setup the Defaults]]</span>&nbsp;
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">&nbsp;Setup the Grids</span>&nbsp;
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">2.&nbsp;[[Portal Grids_Setup|Setup the Grids]]</span>&nbsp;
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">&nbsp;Create Customer based users</span>&nbsp;
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">3.&nbsp;[[Portal Customer Users Setup|Create Customer based Users]]</span>&nbsp;
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">&nbsp;Create Site based users</span>&nbsp;
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">4.&nbsp;[[Portal Site Users Setup|Create Site based Users]]</span>&nbsp;
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">&nbsp;Create Chain based users</span>&nbsp;
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">5.&nbsp;[[Portal Chain Users Setup|Create Chain based Users]]</span>&nbsp;
 
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Revision as of 10:22, 27 September 2024

CP_CustomerInvoiceList.jpgNewDashboard.jpg
       
Customer, Site and Chain portals provide customers access to site and job lists as well as the ability to submit new job requests. 
1. Setup the Defaults 
2. Setup the Grids 
3. Create Customer based Users 
4. Create Site based Users 
5. Create Chain based Users