Portal - Customer Administrator and Employee Access


Portal Overview Information Guide -> Customer Administrator and Employee Access

There are three main levels of access with special functionality, on the Portal website as defined below:

  1. Web Administrator - your rental store staff member who builds, customizes, and supports the Portal website for your company and its customers, as defined in Customize the Portal Website.
    (Logs in as webadmin at the Account Number prompt, no User name, and with the password assigned in Global Portal Settings.)
  2. Customer Administrators - the individuals from each of your customer accounts that are eligible for web access on your firm's Portal site.
    The Customer Administrators designate and monitor their own employees' access.
    (Logs in using the Customer # at the Account Number prompt, no User name, and with the password assigned in Customer Information or Portal Customers.)

  3. Customer Employees - your customers' staff as designated by their Customer Administrators.
    (Logs in using the Customer # at the Account Number prompt, and the User Name and password assigned to him by his Customer Administrator)

Your firm's web administrator can setup your Portal website as discussed in Customize the Portal Website.
Your preferred customers who should be given access and for whom you have purchased licenses can be identified in the "Internet Info" window of Customer Information by flagging the eligible customers to "Allow Website Access" and assigning a "Website Password" for their Customer Administrator.
Portal Customers can also be used to view and identify customers that should be given web access, with their passwords.
Note: Passwords are case sensitive.

Licenses must be purchased from Texada Software for each customer account that is to be given web access.

Note: It is not recommended to open multiple Portal sessions at the same time on the same workstation, as this will invalidate the previous session.

Log Out:
The LOG OUT action returns to the Log In screen in preparation for next session.
The logout script may vary according to the web browser utilized.

Web Portal Login Security
For security purposes, the number of consecutive failed login attempts permitted by a customer are tracked, and after a specified number of unsuccessful attempts the account becomes locked.
The customer is denied access and is sent a warning message.
The number of failed attempts allowed can be defined in the Presentation Themes.
The wording of the warning message can be modified as required in the Portal Errors window of Global Portal Settings.

The account can be unlocked if the customer contacts your rental store and staff (i.e. web administrator) changes the login attempts back to zero in Portal Customers.


Topic Keyword: WE0004
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