Contact Detail View Web Access Tab

The Contact Detail Web Access tab is available to administrative users or users who have been given permission to grant access to contacts for Customer Portal. When contacts are granted access, they can log on to Customer Portal, view all tickets in their account, add new tickets, change ticket status, and close tickets. Customers can view or add information on tickets for their accounts only. Customers can view or add information on tickets for their accounts only.

Before a customer can log on to Customer Portal, he/she must exist as a contact in the Sage SalesLogix Client. User names and passwords are case-sensitive, and no two contacts may have the same user name.

To grant access to Customer Portal

1. On the Navigation Bar, click Contacts and use the lookup to find the contact and open the Contact Detail view.
2. Click the Web Access tab. If the tab is not visible, click the More Tabs tab.
3. In the Web Access Setup view, do the following:

1. Select the Web Access check box to grant access to Customer Portal.
2. In the Web User Name box, type the user name for the current contact. This is the name the contact will use to log on to Customer Portal.
3. In the Password Hint box, type a hint in case the contact forgets the password. The hint cannot exceed 64 characters.
4. In the New Password box, type a password. Passwords cannot exceed 8 characters. The customer uses this password to log on to Customer Portal.
5. In the Repeat New Password box, re-type the new password.

5. Click Save.

To remove access to Customer Portal

• From the Web Access Setup View, clear the Web Access check box. Removing access to Customer Portal does not delete the contact from the database; it only disables the contact's ability to log on to Customer Portal. Removing a contact's ability to log on does not remove any tickets entered by or for the contact.