Customer portal

The Customer Portal is a secure online platform where customers can access and manage their accounts, view invoices, make payments, track orders, and communicate with the company. It provides a convenient and centralized way for customers to interact with businesses and access important information anytime, anywhere.

• Navigate to CRM > Customer > Customer Detail > Customer Portal.
• Below is the Customer Portal section display.

   Here's a breakdown of what each column might contain:

• Name : The "Name" field displays the customer's full name as registered with the company.
• Email : The "Email" field shows the customer's registered email address for communication and notifications.
• Role : The "Role" field defines the access level and permissions granted to the user within the portal.
• User Type : The "User Type" indicates the category or classification of the user, such as admin, manager, or employee.
• Action : The "Action" column provides options like delete for each customer profile.
• Delete : Click on the “Delete” option, it will open confirm delete dialog with delete message. Here, by clicking on the “Delete” button, the user gets removed while clicking on the “Cancel” or “X” closes the delete dialog.

As advanced search, switch or export options are a kind of advanced filter used to extract specific and precise data that meets complex requirements

• Look for the Show active option at the top of the page. By default it shows Inactive users in the list. Turn on the switch, to see the list of all active users.
• When Active, users are permitted to log in and access the functionalities of the Customer Portal.

• By incorporating remarkable search options, sBizzl empowers users to quickly find the information they need within your portal user list effortlessly.
• A search bar at the top of the list allows users to type keywords like user name. The list should update dynamically, displaying only records that match the search criteria.

• Click on Add User in the upper right corner.
• Below is the Add User modal display.

• Email : The email field in the "Add User" section allows you to specify the user's email for login purposes.
• Firstname : The first name field in the "Add User" section is where you input the user's first name for identification.
• Lastname : The last name field in the "Add User" section is where you input the user's last name for identification.
• The Email and First Name fields are mandatory and must be filled out when adding a user to the Customer Portal.
• Users can enter their email address, and first, the system will verify the email for login credentials as shown below.

• When the login credentials are correct, the first and last name fields are automatically filled with the user's information.
• The Save button allows users to store the entered information in the Customer Portal for future reference or updates.
• The Cancel button allows users to exit without saving any changes made in the Customer Portal.