Portal Customers
Portal Management -> Customer
Access -> Portal Customer
This utility can be used to list On Account and Cash customers
in your firm, that are allowed Portal website access via the
Internet. Only flagged customers display.
Additional customers can be added to meet the purchased licenses
count displayed in the Total Available Licenses field at the
bottom of the screen.
In the Expanded customer record, specific rental staff email
addresses can be setup by customer to be notified when the customer
generates a Portal request, Presentation and API themes can
be assigned, and report subscriptions can be defined.
When new customer are added they are automatically given website
access and a default password that matches their new customer
number.
They are also automatically assigned a default email address that
matches their new customer number@GW.COM
The Enable Customer Website Access utility
can be used to update any customer records missing this
information.
This web access information can always be modified in this
Portal Customer screen or in the Internet
Information.
Note: Any Customers identified as the 'Clone' customers for any
Division in the Divisional Contract
Parameters cannot be setup as a Portal Customer as these
customers are too generic.
The prompts are:
- CUSTOMER NUMBER SEARCH
- Leave this search filter blank to return all customers that
have permission to use your company's Portal or
Gateway website, or to narrow the list enter a numeric/alpha
character to return only customers that include that character
anywhere in their unique customer number.
- CUSTOMER NAME SEARCH
- Leave this search filter blank to return all customers that
have permission to use your company's Portal or
Gateway website, or to narrow the list enter a numeric/alpha
character or series of characters to return only customers that
include that series of characters anywhere in their customer name.
Note: The Search filters are case sensitive.
Customer List & Information:
-
- SEQ
- The sequence number tracks the number and order of the records
in this file.
CUSTOMER#
- The customer number displays.
Customers are listed in customer number order.
Additional customers can be added.
The Customer Search window is provided to
search for the customer number.
The Total Available Licenses is displayed at the bottom
of the screen and if more of your customers require access, contact
Texada Support to purchase additional licenses.
If the customers entered exceeds the license count a warning
displays as outlined in Portal Access
Count.
NAME
- The customer name displays.
PASSWORD
- Enter a personal password for this company's web
administrator.
This password can also be accessed from the Customer Information in the Internet Information window, and can be changed by
the customer via his website access on Portal from the
option within User Profiles.
LOGIN ATTEMPTS
- For security purposes, this field tracks the number of
consecutive failed login tries by a customer.
The account becomes locked after a number of unsuccessful attempts,
as determined by a setting in Presentation
Themes. The customer is then denied access and is sent a
warning message.
The wording of the warning message can be modified as required in
the Customizable Wording "Error Messages" window on Global Portal Settings.
The account can be unlocked if the locked out customer contacts
your rental store and staff (i.e. web administrator) changes the
Login Attempts count in this field back to zero.
The value in the Login Attempts column on the main screen
applies to the customer administrator.
If it is one of the company's employees that is locked out, a
window on the Login Attempts field provides access to drill
down to the unsuccessful login attempt count for these
Users.
Expanded Information
- Press <F9> or click EXP/CON on the customer
record to access the following data fields:
- CUSTOMER EMAIL ADDRESS
- This is the customer's primary email address and can also be
updated in the Internet Information window
in Customer Information.
This address cannot already have been assigned to another customer
for web services purposes or to a salesman in Salesman Codes, as it is the address that receives
the password reminder when requested through an attempted
Portal session and it is also the address to receive
Subscribed Reports for this customer.
If this address has already have been assigned to another customer
for web services purposes or to a salesman in Salesman Codes, an error is thrown and the
Email Assigned List is triggered for
follow-up.
Note: The Email Address Search can also
be used to identify customers or salesman by using a search on
email address or portion of the email address.
To automatically generate the subscribed report emails setup the
start date and frequency for TXER01 in Automatic Job Scheduling.
EMAIL RESERVATION NUMBERS TO
- When a Portal request for a Reservation is generated, an
email is sent to the rental firm alerting staff of the reservation
request. Use this field to designate a specific staff email address
for this customer.
If no specific staff email address is entered for reservations for
this customer, then the email address for the store division in
Global Portal Settings is notified.
If no email address is setup for the division, then the general
Reservation email address for the company in Global Portal Settings is notified.
If no email address is setup for the general email address for
reservations, then the company email address is notified as setup
in Company Miscellaneous Parameters.
EMAIL RENTAL QUOTE NUMBERS TO:
- Similarly, when an Portal request for a Quotation is
generated, an email is sent to the rental firm alerting staff of
the quotation request. Use this field to designate a specific staff
email address for this customer.
If no specific staff email address is entered for quotes for the
customer, then the email address for the store division in Global Portal Settings is notified.
If no email address is setup for the division, then the general
Quotation email address for the company in Global Portal Settings is notified.
If no email address is setup for the general email address for the
quotes, then the company email address is notified as setup in
Company Miscellaneous Parameters.
Customer Notification:
The customer is also
automatically emailed a confirmation of his request, including a
list of the products.
This message is sent to the customer's email address per the
Portal request, which defaults from the address in Customer Information but can be changed when the
Portal request is submitted.
PRESENTATION THEME
- Unique Presentation themes of color, logo, fonts, messages, and
more, can be designed to customize the appearance of your
Portal website at the customer level.
If a specific theme is to be provided for this customer, select it
from the drop-down list.
For more information about setup and use of Presentation themes
refer to Presentation Themes.
If a Presentation theme is not assigned to the customer, your
Default Presentation Theme as designed in Presentation Themes is utilized.
API THEME
- Similarly unique API themes can be built to control the
functionality and access level available to a customer on your
Portal website.
If a specific API theme is to be provided for this customer, select
it from the drop-down list.
For more information about setup and use of API themes refer to
API Themes.
If an API theme is not assigned to the customer, your standard
-Default Web Index- theme as setup by the webadmin is
utilized.
SUBSCRIBED REPORTS
- Automated reporting selections, can be setup to send output
directly to the customer's email address as setup in Customer Information.
These reports can be generated at a specified number of days before
the month end.
The report selection can be setup in the window, as outlined in
Subscribed Reports.
TOTAL AVAILABLE LICENSES
- This is the total number of licenses purchased by your company
and determines the total number of customers that you can have
registered to take advantage of this Portal web access
feature.
ACTIONS:
Additional actions provided by buttons on
the Portal Customer screen include:
- Expand the Customer Record:
Click EXP/CON to view the customer information
displayed on the additional detail lines for each user, including
email addresses, themes, and reports.
-
Terminate Customer Access to the Portal Website:
If a customer in the list should no longer have access to the
Portal, click on the sequence number to highlight or focus
on the appropriate customer record, and click the
DELETE button to remove that customer from the list
and terminate his web access.
Confirmation is required.
That license is released and can then be used by a different
customer.
Topic Keyword: WEB091