The customer portal is exclusive to each customer. It allows them to log into the system, place orders, view orders and search transaction history.
To add a user for a customer account, navigate to MAIN MENU - CUSTOMERS - MANAGE CUSTOMERS.
From the customer list, select the customer name to reach the Customer Details window. Select Users tab.
Select action button, Add New User.
Enter the user's details. When complete, select Save This User.
The user will receive an email containing temporary login credentials, so they can log in for the first time and set up their preferred password.