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Setting up the back office for the Service Portal
Setting up customers and partners to use the portal
Working with the User Account Management Utility
Working with the User Account Management Utility
Side TOC
Side TOC
Setting up the back office for the Service Portal
Creating the Service Portal site group
Specifying portal parameters for the Service Portal
Adding country codes to province and state records
Providing your company contact information
Setting up customers and partners to use the portal
Portal user prerequisites
Working with the User Account Management Utility
Creating portal user accounts with the utility
Analyzing portal user accounts with the utility
Additional ways to add users
Customers and data access
Partners and data access
Providing login information to new users
Allowing users to create additional users
Portal customer record requirements
Portal partner record requirements
Specifying country codes for the Vertex tax system
Setting up documents
Setting up interactions
Setting up for warranty claims
Allowing invoice reprint from the portal
Setting up ISO-based currency codes
Setting up ISO unit of measure codes
Enabling viewing of the service knowledge base
Setting up event notifications