Managing portal settings

Password settings

The password settings apply to all portals. They are used to specify how long the password assignment and reset links will remain valid for the Set Password process and what phone number and email address to display for portal users who need help with setting a password.

See also About the portals Set Password process.

Password Assignment Period

When a new portal user account is created with the User Account Management Utility, and if Notify User remains selected in the utility, an email message is sent to the specified email address. The message includes a link for assigning a password. The time period you specify in this field determines how long the link is valid.

If the link is clicked within the specified period, a web page opens where the user can set a password for the portal account. If the link is clicked after the specified period, a different web page is opened, which requires the user to submit the email address associated with the portal account, so the process can start over. When the password is assigned successfully, a success page is displayed and a success email message, with the user ID and portal URL, is sent to the user.

Password Reset Period

When an existing portal user forgets the password, he or she can click Forgot Password? on the portal sign-in page. A new page is opened which requires the user to submit the email address associated with the portal account. A message is sent to the specified email address (if valid), with a link for resetting the password. Again, the time period you specify in this field determines how long the link is valid.

If the link is clicked within the specified period, a web page opens where the user can set a new password for the portal account. If the link is clicked after the specified period, a different web page is opened, which requires the user to again submit the email address, to start over. When the password is assigned successfully, a success page is displayed and a success email message, with the user ID and portal URL, is sent to the user.

Phone

Specify the portal support phone number to display in all messages generated for portal users throughout the Set Password process.

Email

Specify the portal support email address to display in all messages generated for portal users throughout the Set Password process.

Menu settings

The side menu option can be used for the Customer and Reseller portals. The Enterprise Quoting menu option is used for only the Reseller Portal.

Use Side Menu

By default, the main menu for most portal pages is displayed across the top of the page for full-size computer screens and down the left side of the page for narrow viewports, such as cell phones. On full-size screens, if a user resizes a portal page to make it smaller, then at a width of 699 pixels or less, the default menu automatically switches from the top to the side view. These are layout-based menus.

For the Customer and Reseller portals, you can select this setting to always use a left-side navigation menu, regardless of the viewport size. This side menu is XML-based and can be easily customized.

Note: When you use the side menu for Customer and Reseller portals, the standard right-click options to open a link in a new window or tab are not available.

Show Enterprise Quoting Menu Option

When this setting is selected, a link is included on the Reseller Portal main menu to launch the Infor CPQ Enterprise Quoting application. This setting applies to only Infor Ming.le users who also use Infor CPQ Enterprise Quoting.

Cart type setting

The Default Cart Type field applies to only the Reseller Portal. Use this field to specify whether carts created on the portal should be added in SyteLine as orders or estimates by default.

This setting is provided so you can control the order process for carts that contain configured items with auto-created jobs. When a configured item with an auto-created job is added to a portal order that is in Planned status, the job is not copied over nor created again when the order moves from an estimate to an order. This process uses the standard SyteLine Copy Orders and Estimates procedure, and in SyteLine, the same thing occurs. SyteLine users who copy the estimates to orders must go back and source the order to add a new job. However, this is less practical for portal orders because these orders come in unattended.

If you select Order in this field, the Place Order step that copies an estimate type cart to an order type is not needed, since the cart is already an order. Configured item jobs are retained for the order, and the Place Order process is faster. If you select Estimate in this field, then configured item jobs are not retained and must be added manually in SyteLine.