There are three main levels of access with special functionality, on the Portal website as defined below:
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.)
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.
The Customer administrator login prompts on the website
appear as follows:
ACCOUNT NUMBER: - customer company number as assigned in Customer Information USER NAME: - leave blank (assumes administrator) PASSWORD: - as setup in "Internet Info" of Customer Information or in Portal Customers LOG IN button (to accept login ID)All sessions are tracked in Current Active Sessions where they can also be terminated if required.
Only one customer session should be run on a PC at any time.
Customers setup to utilize the Portal, require valid email addresses to be stored in Customer Information.
To activate this Forgot Password feature the web
administrator must include the API called Maintain Password
Question in the User Profile, and flag it to be Displayed.
The verbiage displayed on the Portal log in screen can be
personalized in the "Customizable Wording" Words window of Global Portal Settings.
Then the first time each customer administrator logs in to
Portal, he will be prompted to enter his personal question
prompt, along with the correct response, and his email address.
The email address defaults from and also updates the Customer email
address saved in the Internet Info window of Customer Information which is also accessible in
the expanded customer record in Portal
Customers.
Once logged in, the customer administrator can also modify his
question and answer from the option accessed under User
Profile.
The Forgot Password feature is only available to the
customer administrator.
It is not available to all employees that sign in with a
User Name. If a customer employee forgets his password, he can
check with his firm's administrator, who can sign into
Portal and check the User Profile for the employee.
Note: Login passwords are case sensitive.
When the Customer Administrator logs into Portal and
there are any Child accounts setup, the "Select Customer Account"
screen displays where the Customer Administrator can select a Child
or the Parent account from the drop-down box and then click
GO.
The Customer Administrator can also give his Employees access to
the Child account information, by setting the flag for the Employee
in the Portal User Profile.
CUSTOMER EMPLOYEE WEB ACCESS:
In the Update User Profiles utility, the administrator can then control access to the Portal API's by the individual employee login name.
The following three API's cannot be locked, unless they are
omitted entirely from the Web menu.
View Invoice, View Contract, and Maintain
Password
ACCOUNT NUMBER: - customer company number as assigned in Customer Information USER NAME: - name the administrator as setup for the employee in the Update User Profiles utility on Portal PASSWORD: - password the administrator as setup for the employee in the Update User Profiles utility on Portal (the employee can change this from the "User Profile" option) LOG IN button (to accept login ID)Only the options for which the customer administrator has preset the permissions flag in the user profile, can be accessed by the individual employee.
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.
Converted from CHM to HTML with chm2web Pro 2.85 (unicode) |