Overview

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FAQ

How do I configure my first Client Portal?

How do I add additional portals?

How do I provide logins for my customers?

How do I reset login passwords?

How do I disable a login?

How do I add products to a specific portal?

How do I upload an image for a product?

How do I remove a product from a portal?

How do I configure pricing for my portals?

I have a customer with many branches how do I get started?

 

Client Portal Deep Dive

How do I configure my first Client Portal

Your first portal will need to be provisioned by M-Power support. Please email us support@mpowersoftware.zendesk.com and we will get the initial portal setup for you and provide information on any related costs, the login URL and any other information.

 

How do I add additional portals

Once you have your first portal configured by M-Power Support, it is simple for you to add additional portals as required. Portals are automatically provisioned when you create logins and products for a customer. Portals are customer specific so any logins from a single customer have access to the products assigned to this customer. In addition users have access to any quotes or orders that have been created through the portal. You can optionally set quotes you have created within M-Power Aspire as Customer Visible if you choose.

 

How do I provide logins for my customers

Logins are managed from the Customer Details view within the Contact List. For any contact click the 'Globe' icon to Add/Edit/Disable a portal account for this user.

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If the user does not yet have a portal login configured then the Add Portal User dialog is shown.

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When initially configuring a user you can either use the default unique 'ID' for their username or enter their email address. Keep in mind that the login username must be unique across all portals. Enter a password and click Create Portal Account to create the login. Once created you can provide your user with the credentials and they can start using the portal.

 

How do I reset login passwords

You can reset a user password using the same 'Globe' icon on the Company Details > Contacts list as us used to create a login. When you click the icon, the Edit Password dialog is shown alowing a new password to be entered.

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How do I disable a login

To disable a login, follow the same process as for resetting a password but select the Disable Account  button instead. This will disable the login. You can follow the same process to re-enable if required in the future.

 

How do I add products to a specific portal

Products are made available in a portal by adding them to the Client Portal Items list for a company. This process can be completed as follows:

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In the chosen Company Details form:

1. select the Client Portal Items tab

2. Click the Add Sold Item to Portal Button

3. Select the item

4. Click Add Item to List

The item will then be available to any valid logins related to this company.

 

How do I upload an image for a product

To upload or update an image for a given product, search for it in the Company Detail > Client Portal Items list. Then Click the /\ Image button. You can then choose an image from your computer (*.png) and it will be uploaded and assigned to this product. To replace an existing image just follow the same procedure.

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How do I remove a product from a portal

To remove a product from a portal click the [X Item] button. Note that this only removes the item from this companies portal, it does not remove it from any other companies that it may be assigned to or delete the item itself.

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How do I configure pricing for my portals

Pricing for all portal items is handled at the Item level.

 

I have a customer with many branches how do I get started

View this article on more complex client portal scenarios.



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