Portal User Maintenance

Menu Path: Portals $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ Portal User Maintenance

Purpose

Create users for Web portals.

Overview

Use Portal User Maintenance to assign user names and passwords to users who are allowed access to portals. You can also import portal users in Portal User Import.

Creating Portal Users

To create a portal user:

Click the New button in the ribbon.
Enter a user name in the User Name field.
Enter a password for the user in the Password field.
Enter the user's email address in the Email Address field.
If you want to prevent the user from logging in to portal sites, select the Disable Login check box.
If you want to allow the user to view diagnostic log files on supplier portal sites, select the Can access diagnostics check box.
If you want to allow the user to access the customer portal, select the Customer Portal check box.
If you want to allow the user to access the supplier portal, select the Supplier Portal check box.
Click the OK button in the ribbon. The portal user is created.

Updating Portal Users

To update an existing portal user:

Enter the user name of the user you want to update in the User Name field.
Click the Update button in the ribbon.
Change options for the portal user.
Click the OK button in the ribbon. The portal user is updated.

Deleting Portal Users

To delete an existing portal user:

Enter the user name of the user you want to delete in the User Name field.
Click the Delete button in the ribbon.
Click the OK button in the ribbon. The portal user is deleted.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Portal User Maintenance window.
New	Click this button to create a new portal user.
Update	Click this button to update the selected portal user.
Delete	Click this button to delete the selected portal user.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first portal user (in alphabetical order by user name).
Prev	Click this button to display the previous portal user (in alphabetical order by user name).
Next	Click this button to display the next portal user (in alphabetical order by user name).
Last	Click this button to display the last portal user (in alphabetical order by user name).
Create New Customer Portal User	Click this button to display Customer Portal User Maintenance, which allows you to create a new customer portal user (for the selected portal user if one is selected).
Create New Supplier Portal User	Click this button to display Supplier Portal User Maintenance, which allows you to create a new supplier portal user (for the selected portal user if one is selected).

Fields and Buttons

Field or Button

Description

User Name

Enter a portal user name, typically an email address, or click the Lookup button to select an existing user name.

Note You can use any name, but standard portal order acknowledgments are sent to the portal user’s user name, so it is best to make the user name the user’s email address.

Main Tab Fields and Buttons

Field or Button	Description
Password	Enter the user’s password. Note Your customer cannot enter a password of their choice; it must be entered for them.
Email Address	Enter the email address of the portal user.
Disable Login	Select this check box to prevent the user from logging into portal sites.
Can access diagnostics	Select this check box to allow the user to view diagnostic log files on portal sites.
Customer Portal	Select this check box if the user is authorized to use the customer portal.
Supplier Portal	Select this check box if the user is authorized to use the supplier portal.

Sites Tab Fields and Buttons

Field or Button	Description
Sites	This grid displays sites that the portal user is allowed to access. Double-click a site to display Customer Portal User Maintenance, which allows you to update the portal user's settings for the site.