To give a customer access to a shop or portal, a portal user (or shop login) must always be created. This is separate from the user in IAMD. In this helpdesk article you can read more about how to do this exactly.
General
For this, you start from the overview of portal users. At the bottom, choose the blue button to create a new portal user.
Fill out the form. The e-mail address is important, because the user will use it to log in to the portal/webshop. Once everything is filled in, click on 'save'.
Note
An email is not automatically sent to the user when you create a portal user.
Give access to a certain client or project
A portal user will have one or more "relationships," linking to an existing customer in the CRM section or to a project. A user will not be able to log into the portal/webshop until you add at least 1 relationship.
Choose at the bottom to add a relationship.
If you choose + Customer, you will get a search field to search for the correct customer. It is possible to add multiple customers.
If you choose + Project, you will get a search field to search for the correct project. It is possible to add multiple projects.
+ Client | + Project |
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