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: : Adding an External User
Generally, the extranet user is a customer contact/employee or a supplier contact. He has access to the web interfaces like the Customer Portal.
This screen is available from the menu bar Third Parties > User Management.
To automatically create an Extranet user from a Contact record sheet, you must enable the following DMF:
090133 ADMINISTRATEUR PARAMETRAGE GESTION DES UTILISATEURS EXTRANET
Filling out user data
- Click on the User tab.
- Enter a user code to log in to Akuiteo. The ID number must be unique and positive. Negative ID numbers are kept for super users or administrators.
- Enter the name, first name and password associated with the user code (encrypted), then enter it again to confirm.
- Enter the user's departure date. It is the date when the code stops to be used. Note that a user is never deleted because his ID is associated with all the business objects he created or modified.
Indicating user rights
- Click on the Right tab.
- If you want to apply an already configured profile, select it in the Profile field.
- If you want to apply specific rights to the user, check the relevant boxes under the Additional rights search field. Click on the Expand all button to have access to all the available rights.
Creating an Extranet user from a search result
Search for contacts.
- Select one or several contacts and right click.
- Click on Create extranet users.
- In the window that opens, indicate the type of password you must use to connect to the various web portals.
- Select the profiles of the right to associate with the user and validate.
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