Editing CustomerPortal for SME
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If you have parent - child customer records, keep in mind a contact added to a parent customer in SME will have access to all sites for that parent customer. A contact added to a site record will have access to only that site in CustomerPortal<br> | If you have parent - child customer records, keep in mind a contact added to a parent customer in SME will have access to all sites for that parent customer. A contact added to a site record will have access to only that site in CustomerPortal<br> | ||
− | In the image below, customer logged in is a contact in the parent customer record - | + | In the image below, customer logged in is a contact in the parent customer record - Winslow Estates. They have access to the two other customer site records in SME as shown below.<br> |
[[File:CustPortal_Parent.png]]<br> | [[File:CustPortal_Parent.png]]<br> | ||
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In the image below, customer logged in is a contact in the site customer record - Arrowhead site 1. They have access to that site only as shown below.<br> | In the image below, customer logged in is a contact in the site customer record - Arrowhead site 1. They have access to that site only as shown below.<br> | ||
[[File:CustPortal_Site.png]]<br> | [[File:CustPortal_Site.png]]<br> | ||
+ | |||
== CustomerPortal Settings == | == CustomerPortal Settings == |