Customer Portal Users
People at your customers who sign in to the customer portal to see their invoices, orders, quotations, cases and returns: invited by email, held to their own account, with a second step where you require one. The supplier portal's people are in Supply Chain.
Where to find it
- Module: CRM
- Group: Service & Engagement
- Section: Customer Portal
- Screen: Customer Portal Users
Address in the console: /crm/customer-portal-users
List · 9 columns · 7 fields on its form · 3 of them required · 6 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Text | email | |
| Name | Text | full_name |
| Customer | Text | account_name |
| Status | Status | status |
| Second step required | Yes or no | mfa_required |
| Authenticator set up | Yes or no | mfa_enrolled |
| Last sign-in | Date | last_login_at |
| Sessions | Number | live_sessions |
| Invitation expires | Date | invite_expires_at |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Customer required | Choice | Looked up from existing records | |
| Email required | Email address | The invitation goes here. The link works once, for seven days. | |
| Name required | Text | ||
| Phone | Text | ||
| Job title | Text | ||
| Require a second step | Yes or no | An authenticator code at every sign-in. Customer Portal Settings can require it of everybody. | |
| Notes | Long text |
What you can do here
Invite again
Asks for confirmation: Send a new invitation? Any earlier link stops working and any session they have ends.
End sessions
Reset authenticator
Asks for confirmation: Forget their authenticator? They set up a new one at their next sign-in.
Disable
Asks for confirmation: Disable this person? They are signed out now and cannot sign in again until enabled.
Enable
What they did
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.