Enable Customer Portal

How to enable customer and supplier portal.
Login page
Home page
and docType and Report allocated to the portal user

Hi @jayakumar,

To enable the users to access Customer as well as Supplier Portal you need to assign Roles Customer, Supplier respectively.

Also, Add users you want to allow access for customer and supplier into the child table Customer Portal User and Supplier User Portal from Portal User Tab of particular Customer and Supplier. (Attached SS for ref)

Thanks,
Daizy Modi

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We are logged to portal, how to allow the user to view the data
image

Now system not showing the quotation or sales invoices. is any special permission to be set.

Thanks for the support.

Hi @jayakumar ,

Process is same as mentioned above.

For e.g. If you want to allow user “abc@example.com” to access the Customer Portal and check Invoices of Customer XYZ, then add this user in Customer Portal Users Table from Portal User tab inside Customer Master XYZ. And in User Master, assign role Customer from Roles & Permissions tab from User “abc@example.com”.

Same process will be follow for supplier.

Thanks,
Daizy Modi