Customer Portal Manager Overview

This module is used to manage the Customer Portal. The administrator can determine the customers who can access the website, the information that can be accessed by those customers, and the items that are available to the customers through the website.

The main components of this module are website settings, email communication templates setup, and synchronization of offline data with Traverse. You can also use this module to manage customers, items, and website users.

Most of the views in the portal have a Company ID field at the top. All the information processing in such views will be applicable to the selected company only. By default, the last company used will be selected in this field for the current session.