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Website Portal Account Access
Website Portal Account Access allows authorized users to seamlessly log in to customer portal accounts without needing login details of the customer. With built‑in rights management, users can access the portal exactly as the customer would. If a customer does not yet have a portal account, the system automatically prompts to create one, ensuring smooth onboarding. This makes account access faster, more secure, and hassle‑free.
Features
Screenshots
Support
Service
Features
Seamless Customer Login
Authorized users can directly access customer portal accounts without requiring customer credentials
Rights-Based Access
Portal entry is governed by customer specific rights, allowing precise control over what can be viewed or managed within the account.
Automated User Creation
When a customer does not have a portal account, a popup automatically open for create the portal account .
Screenshot
1.) Allow User as Website Portal Account Access :
User who have parmission of Website Portal Account Access, is only able to see the buttons and do the process.
2.) Go to Customers to Access Customer Portal :
Navigation : Website → eCommerce → Customers
3.) Access Customer Portal Button :
Access Customer Portal smart button only dsiplay those user who have access of Website Portal Account Access .
4.) Selected Customer Portal Page :
User logged in here as selected customer because this customer has alredy portal access and already created portal accoutnt.
5.) Grant Portal Access Popup :
This popup open when customer have no portal access .
6.) New Portal User Login After Portal Account Create :
User Guide
