Working with Contact Detail View Web Access tab

The Contact Detail Web Access tab is available to administrative users or users who have been given permission to grant access to contacts for Infor CRM SLX Customer Portal. When contacts are granted access, contacts can log on to Infor CRM SLX Customer Portal, view all tickets in their account, add new tickets, change ticket status, and close tickets. Customers can view or add ticket information only for those accounts, which they can access.

Before a customer can log on to Customer Portal, he/she must exist as a contact in the Infor CRM SLX Client. User names and passwords are case-sensitive, and no two contacts may have the same user name.

Note: 
  • If the organization uses the Infor CRM SLX LAN Administrator to assign the Customer Portal role to the users, the users cannot view the default groups. You can add the user(s) to the Standard User role using the Infor CRM SLX Web Admin to allow the users to view the default groups. For instructions on adding users to the Standard User role, see Working with the Roles Tab.
  • Security access determines the available functions. Contact administrator for any access rights changes. WebViewer users may not access full functionality.

To grant access to Customer Portal:

  1. Open the Contact Detail view.

    From the Navigation Bar, select Contacts. Use the Lookup to find the contact and open the Contact Detail view.

  2. Select the Web Access tab. If the tab is not visible, click More tabs.
  3. Specify this information:
    Web Access
    If this check box is selected, access is granted to Customer Portal.
    User Name
    The user name for the current contact. This name is used to log on to Customer Portal.
    New Password
    The new password. Passwords cannot exceed 8 characters. The customer uses this password to log on to Customer Portal.
    Repeat New Password
    The new password must be specified again.
    Password Hint
    A hint in case the contact forgets the password. The hint cannot exceed 64 characters.
  4. Click save.png (Save).

To remove access to Customer Portal:

  1. Open the Contact Detail view.

    From the Navigation Bar, select Contacts and use the lookup to find the contact and open the Contact Detail view.

  2. Clear the Web Access check box. If you disable Customer Portal access, the contact cannot log on to Customer Portal but the Contact record still exists in the database. Removing a contact's ability to log on does not remove any tickets entered by or for the contact.
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