Customer Credentials

Customer credentials allow a customer company user to log in to the customer portal and submit orders directly. Tenant admins control this setup from the tenant side.

1. Create Customer Company

1. Open Customers.
2. Click Add Customer.
3. Fill in company name, customer ID, short name, default department, contact details, billing details, and status.
4. Save the customer.

2. Create Customer Login

1. Open the customer record.
2. Go to the customer users or credentials section.
3. Add the customer contact name and login email.
4. Generate or enter a temporary password.
5. Save the credential.
6. Share the login URL and temporary password securely with the customer.

3. What Customer Users Can Do

Customer users can normally:

• view their customer portal dashboard;
• place new orders;
• review order status;
• access quotations when public links are shared;
• view invoices or receipts when access is enabled.

The exact access depends on tenant configuration and enabled modules.

4. Blacklisted Customers

If a customer is blacklisted, the customer should not be able to submit new orders from the customer portal. Tenant admins should review the customer status before assisting with new orders.

5. Reset or Change Customer Password

Use password reset when the customer forgets their password, a staff member leaves the customer company, or the account was created with a temporary password.

Recommended process:

1. Open Customers.
2. Open the customer company.
3. Open the customer user or credential record.
4. Click Edit or Reset Password if available.
5. Enter or generate a new password.
6. Save the credential.
7. Share the new password securely with the customer.
8. Ask the customer to log in and change or confirm access immediately.

Security note: never send passwords in a shared group chat. Use a direct secure channel.

6. Credential Controls

Control	Recommended Usage
Reset password	Use when customer loses access or after onboarding.
Deactivate user	Use when customer staff leaves the company.
Customer status	Use to block ordering for blacklisted or inactive customers.
Group chat link	Use for WhatsApp communication from Orders and Dispatch.