User account requirements

Required back office records

In order to set up a SyteLine user account for a portal user, either manually or with the User Account Management Utility, these records must already exist in the back office:

• For creating Customer Portal user accounts, the customer record with which the portal user account is to be associated must exist on the Customers form in all sites.
• For creating Vendor Portal user accounts, the vendor record with which the user account is to be associated must exist on the Vendors form in the Primary Site.
• For creating Reseller Portal user accounts, these records must exist:
  • The customer and reseller’s salesperson records must exist on the Customers form in all sites.
  • The salesperson record must exist on the Salespersons form in the Primary Site.
  • The commissions record must exist on the Commission Table form in the Primary Site.
  • The vendor record with which the user account is to be associated must exist on the Vendors form in the Primary Site.
• For creating Customer Portal user accounts that reference a reseller, the customer record must exist on the Customers form in all sites. Also, the associated reseller records must exist in all sites prior to creating new reseller customer accounts.

Tasks for creating these required records for each portal are explained in the back office setup chapters of the portal administration guide.

Exceptions for Customer Portal user accounts

For Customer Portal, these are additional ways for records to be added:

• New B2C users can register in the Customer Portal before submitting an order. All the necessary records are created in the back office. If these customers received a portal redirect link from a reseller, then when they register, their accounts are automatically associated with the reseller. An alert is published for back office and Reseller Portal users who subscribe to the New Customer Created alert, to let them know a customer record has been created.
• Customer Portal users who are given the Can Create Users permission on the Customer Users form can add new users to their own customer account. All necessary records are created in the back office.
• Reseller Portal users who are given the Can Create Users permission on the Customer Users form can register new customers and add users. All necessary records are created in the back office. An alert is published for the new customer record.