Paramétrer le Customer Portal Website

To configure the Customer Portal Website, you must:

  1. Add a user in charge of the Customer Portal Website management and publication. For more information, refer to the Third-Party-CRM Module Guide, section Adding a User.
  2. Allocate the following DMF to the user according to his needs:
  3. Link this user profile to an external user (generally it is your customer's contact). For more information, refer to the Third-Party-CRM Module Guide, section Adding a User.

Connecting As Customer

Your employees can also be defined as contacts of one or several customers. If the employees have the relevant user account and profile, they can easily connect 'in the customer's place' and then check if the information is correctly published. To do so, you must: