Tutorial
Approve customer portal access
Review the customer’s registration and verify the account and company identity.
Before you start
Move from prospect and opportunity to quotation, confirmed order, delivery, invoice and collection. Maintain customer records, pricing, contracts and portal access alongside the commercial workflow.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Step-by-step instructions
- Review the customer’s registration and verify the account and company identity.
- Select the existing Customer record rather than creating a second master for the same party.
- Use the registration approval action available to the authorized administrator after saving the verified link.
- Verify that the linked customer sees its own documents and that an unrelated account cannot see them.
Check the result
Return to the saved record or relevant list and verify the intended values, links and status. Check the role-restricted portal or report when it is part of this task. A successful save, approval, submission and external payment are different events.
Troubleshooting
A successful sign-in can still show Customer access required until the party link is approved.
If the task is blocked, record the page name, operation, error text and time. Contact Support through an authorized channel. Remove passwords and unnecessary personal information from screenshots.