Access
The Access section allows you to configure user login and registration conditions for the Portal, the information required to complete an account, and the features that will be available to customers.
Login and Registration
This section allows you to configure user access to the Portal and the option to register new accounts.
Figure 1. Access and registration configuration
Login
Allows you to enable user access to the Portal through the login page.
Allows you to upload the image displayed on the Portal login page.
Allows you to define the message displayed below the submit button on the login form.
When Enable Login is disabled, the login and password recovery pages are not available. Registration is also disabled.
For the image, a size of 800 × 600 px is recommended, in PNG/JPG format, with a maximum file size of 4 MB.
Registration
Allows you to enable the registration page for new Portal users.
Allows you to upload the image displayed on the Portal registration page.
Allows you to define the message displayed below the submit button on the registration form.
The Enable Registration option requires login to be enabled.
When registration is disabled, the corresponding page is not available.
The image follows the same requirements as the login image: a recommended size of 800 × 600 px, PNG/JPG format, and a maximum file size of 4 MB.
Complete Account
The Complete Account section allows you to define whether business contacts must complete specific account information before accessing the Portal.
Figure 2. Account configuration and enabled sections
Enabled
When this option is enabled, business contacts must complete the configured fields before accessing the Portal.
Required Fields
Allows you to select the information the customer must complete when confirming their account.
The available fields are:
Account Type, Company Name or Personal Name, Email, Avatar, Mobile Phone, and Website.
Address Line 1, Address Line 2, City, Postal Code, Country, and Province.
Tax Condition, Document Type, CUIT / Tax ID, and Company Registration.
The Select All option allows you to select all available fields at once.
Enabled Sections
This configuration allows you to determine which features will be available to customers within the Portal.
Shipments
Allows customers to view their shipments from the Portal.
Allows customers to create and edit consolidations from the Portal.
The Create Consolidations option is available only when View Shipments is enabled.
Warehouse
Figure 3. Enabled sections for Warehouse and Sales
Allows customers to view their incoming reception orders.
Allows customers to create receptions from the Portal.
Allows customers to view their received packages.
The Create Pre-Alerts option is available only when Receptions is enabled.
Sales
Allows you to enable quotation viewing for customers.
Allows you to enable the billing section for customers.
Actions
Saves the configuration defined for Portal access and features.