To give an agent access to the Customer Site on the Customer Portal they must be added as the Agent against the Customer record.� To add an Agent to Customer record go to Menu Menu > Customers > select the required Customer > Contacts > +Add. From within the Customer�Details�tab the�Agent�can then be selected from the dropdown menu. Once complete select Save.

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• To create Agent Usergroup go to Main Menu > System Setup > Access > Usergroups > +Create.� Enter a Usergroup Name of Agent.�The Is External tick box must be checked to allow access to the Customer Portal. You can give the Agent Usergroup permission to use the App by selecting Can Access App.� No permissions are to be checked. Once complete select Save.

  To create Agent Usergroup go to Main Menu > System Setup > Access > Usergroups > +Create.� Enter a Usergroup Name of Agent.�The Is External tick box must be checked to allow access to the Customer Portal. You can give the Agent Usergroup permission ...

• To add Contacts to a Site go to Main Menu > Sites > select required Site > Contacts. � Contacts can be stored for information only, or linked to a Login to provide access to the Customer Portal. List of existing Customer Contacts can be accessed from the dropdown list; make a selection and use the Add Contact to Site button to add the contact as a Site Contact;� �Selecting +Create New button, will bring up the Create Customer Contact screen where details of the Contact Name, Job Title

  To add Contacts to a Site go to Main Menu > Sites > select required Site > Contacts. � Contacts can be stored for information only, or linked to a Login to provide access to the Customer Portal. List of existing Customer Contacts can be accessed from ...

• To add a new Site go to Main Menu > Customers > Select required Customer > Sites > +Create New.� On the Create Site screen details of the Name, Code, Description�and�Notes can be entered into the free text fields. Customer associated to the Site�can be selected from the Dropdown Menu. By Selecting the Symbol an Area where the Site is Located can be selected. New Areas can be created from System Setup > Company > Areas.� The Division�dropdown, will list all existing Divisions.

  To add a new Site go to Main Menu > Customers > Select required Customer > Sites > +Create New.� On the Create Site screen details of the Name, Code, Description�and�Notes can be entered into the free text fields. Customer associated to the Site�can ...

• To create Agent Contacts go to Main Menu > System Setup > Company > Agents > select required Agent > Contacts tab > +Create. The Name, Job Title, Telephone, Email, Fax and Mobile details of the Agent can all be typed into the free text fields. The Agents Contact�Login details that have been created for the Contact must be selected from the Login Dropdown to associate the Login with the user.� If a Login hasn�t been created but is required, it can be created by selecting the New Login

  To create Agent Contacts go to Main Menu > System Setup > Company > Agents > select required Agent > Contacts tab > +Create. The Name, Job Title, Telephone, Email, Fax and Mobile details of the Agent can all be typed into the free text fields. The ...

• Contacts for the Customer can be created from the Customer Contacts Tab.�These contacts can either be stored for information only, or linked to a Login to provide access to the Customer Portal.� For further information on How to allow access to the Customer Portal, please visit the following�How to allow access to the Customer Portal. From the Contact tab within the Customer section, select the +Create New. This will bring up the Create Customer Contact Screen, where details of the Conta

  Contacts for the Customer can be created from the Customer Contacts Tab.�These contacts can either be stored for information only, or linked to a Login to provide access to the Customer Portal.� For further information on How to allow access to the ...