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Portal users can be configured to view and request Inventory and Components, view Warehouse and Warehouse Locations and create Work Order Templates. Portal Users will navigate to the same web address as Warehouse and Admin users. They can be

Portal Users also can be configured so that email notifications get fired off when Work Orders are submitted to the Warehouse. This can only occur if the Portal User name is a valid email. The username, distribution lists and excel sheet are passed to a SMTP server then sent to the recipients.

For more info see Customer Portal Articles

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Create Portal Users 📖

1. Open the Customer

2. Click the Portal Users tab

   

3. Click the New button towards the to the top of the page

   

Details Section

<aside> 💡 Enter a valid email address as the Username

Note: usernames that are not in email format will be unable to utilize the email notification functionality

Passwords Requirements

• Between 7 and 25 characters

• At least 1 capital letter

• At least 1 number

• At least 1 special character

  

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Shipping Address

<aside> 💡 Optionally, enter the Portal user’s shipping information

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Settings

<aside> 💡 Use the Settings to adjust the permissions for the Portal User

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• Customer Name

  <aside> 💡 The Customer name will already be set and additional Customers can be added allowing Portal Users access to multiple Inventories

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• View Out of Warehouse Inventory

  <aside> 💡 Gives the Portal User the ability to filter Inventory by in or out of the Warehouse

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• Create Work Orders

  <aside> 💡 Gives the Portal user the ability to create Outbound Work Orders for the Warehouse

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• Approve Work Orders

  <aside> 💡 Sets the Portal user as an approver of Work Orders that are getting sent to the Warehouse

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• View Images

  <aside> 💡 Gives the Portal user the ability to view images tied to Inventory

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• View Inventory Location

  <aside> 💡 Gives the Portal user the ability to view the Warehouses and Warehouse Locations that Inventory is in

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• Create/Modify Templates

  <aside> 💡 Gives the Portal user the ability to create and modify Work Order Templates

  The Customer must also be configured to use Templates, for more info sse Customer Details

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• Cost Center Code

  <aside> 💡 Cost Center Codes limits the Inventory the Portal user can see to Inventory that has the correlating Cost Center Code(s)

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• Work Order Approver

  <aside> 💡 A list of Approvers for the related Customer; any Work Orders submitted by this user will get sent to the set approver for approval or denial for more info see Approval Process

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• Attach Work Order Spreadsheet to Email

  <aside> 💡 Attach Work Order Spreadsheet to Email will attach an excel file with relevant work order data to the email that fires off after Work Order submission

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• Portal Email Addresses

  <aside> 💡 Portal Email Addresses is a distribution list that will receive email notifications when the Portal User submits a Work Order to the Warehouse

  Warehouse users that manage Portal Users can specify who receives these notifications by the Warehouse

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<aside> ✅ Click Save at the top of the page to create the portal user.

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