Client Portal Deep Dive
How do I configure my first Client Portal
Your first portal will need to be provisioned by M-Power support. Please email us firstname.lastname@example.org and we will get the initial portal setup for you and provide information on any related costs, the login URL and any other information.
How do I add additional portals
Once you have your first portal configured by M-Power Support, it is simple for you to add additional portals as required. Portals are automatically provisioned when you create logins and products for a customer. Portals are customer specific so any logins from a single customer have access to the products assigned to this customer. In addition users have access to any quotes or orders that have been created through the portal. You can optionally set quotes you have created within M-Power Aspire as Customer Visible if you choose.
How do I provide logins for my customers
Logins are managed from the Customer Details view within the Contact List. For any contact click the 'Globe' icon to Add/Edit/Disable a portal account for this user.
If the user does not yet have a portal login configured then the Add Portal User dialog is shown.
When initially configuring a user you can either use the default unique 'ID' for their username or enter their email address. Keep in mind that the login username must be unique across all portals. Enter a password and click Create Portal Account to create the login. Once created you can provide your user with the credentials and they can start using the portal.
How do I reset login passwords
You can reset a user password using the same 'Globe' icon on the Company Details > Contacts list as us used to create a login. When you click the icon, the Edit Password dialog is shown alowing a new password to be entered.
How do I disable a login
To disable a login, follow the same process as for resetting a password but select the Disable Account button instead. This will disable the login. You can follow the same process to re-enable if required in the future.
How does Search work in the Client Portal
When a user searches in the client portal, the app will apply their search query against the Description, Our Part #, Supplier/Customer Part # and Public Description fields. You can edit these as required to include text that you expect your customers to use to find the selected products.
How do I Add, Edit or Remove Product Categories
Categories provide a means of grouping products. Products need to be assigned to categories to visible in the Client Portal.
Categories are managed in the Settings > Client Portal > Categories Tab. Use the Add button to add new categories. Click on the row fields to edit values. You are able to delete categories using the [X Category] button on the end of each category row. However, if you remove a category that includes products, and if those products are not in any other categories, then they will be removed from all portals that they are assigned to. A warning is displayed to notify you of the count of effected products.
How do I assign Products to Categories
Products can be assigned to Categories in either the Company Details > Client Portal Items or Settings > Client Portal > Products tabs. click in the row on the categories field and select/de-select as required then click the tick button to save.
How do I add products to a specific portal
Products are made available in a portal by adding them to the Client Portal Items list for a company. This process can be completed as follows:
In the chosen Company Details form select the Client Portal Items tab
There are different operations that can be performed:
- Clicking on ADD PRODUCT, will allow you to add a specific product to the portal. Search for a product in the popup and click on Add product to this portal. This will add the product to that specific client portal
- ADD BY CATEGORY allows you to add all the products that belong to a category.
- ADD BY TAG adds all the products that belong to a specific tag.
- ADD OWN SOLD PRODUCTS adds all client-specific products(in this case the products under a customer - JSP) to the portal.
- ADD OTHER COMPANY SOLD PRODUCTS adds products that belong to any client
The item will then be available to any valid logins related to this company.
How do I upload an image for a product
To upload or update an image for a given product, search for it in the Company Detail > Client Portal Items list. Then Click the /\ Image button. You can then choose an image from your computer (*.png) and it will be uploaded and assigned to this product. To replace an existing image just follow the same procedure.
How do I remove a product from a portal
To remove a product from a portal click the [X Item] button. Note that this only removes the item from this companies portal, it does not remove it from any other companies that it may be assigned to or delete the item itself.
How do I perform bulk actions for portals
There are a number of tools build into M-Power Aspire to assist in managing customer portals in bulk. The concept of Tags is tightly integrated into client portals also.
When using Tags for Bulk Actions in portals there are two Tag types that are important. Firstly Company Tags, company tags allow you to group two or more companies allowing you to apply actions to the group as a whole. Secondly Product Tags, as with company tags, product tags allow you to group arbitrary selections of products and apply actions to them as a whole. Following are details on common scenarios that are supported.
Viewing what Company Portals a Product is Assigned to
You can view where a products is assigned by navigating to the Product Details view, most often from Setitngs > Products. Then click the Client Portal item and Assign To tab.
This list displays the Customer Portals where this product is assiged. You can remove from a portal by click the [X] button at then end of the row. You can assign to another Company by using the Assign to Company button.
Adding a Single Product to a Tagged Group of Companies
You can assign a single product to multiple companies with a single tag in Product Details > Client Portal > Assigned To tab using the Assign to Company Tag button. You can remove from a tagged group of companies using the Remove from Company Tag button.
Adding Tagged Groups of Products to a single Customer Portal
To add a group of two or more products to a customer portal, first create and add a specific tag to the products that identifies them for the purpose you choose. This could be something like 'defaultproducts' for a default set of common products you provide to all companies.
Once the products are all tagged, you can then navigate to the Company Details > Client Portal tab and use the Add Tagged Products button, then select the desired tag.
You can remove a tagged group of products in the same way using the Remove Tagged Products button.
Adding all Products owned by a company to that Customer Portal
If you have a set of products which are owned by a company (their company is selected in the product) you can Add these as a group from that company's portal without additional tagging.
To do this use the buttons in the Company Details > Client Portal Tab
Adding all products assigned to another Company
You may have a company that is already configured with all the products that you want to assign to another company. You can use the Add Other Company Products button in the Company Details > Client Portal tab to select a company and assign those products.
Removing all Products from a Customer Portal
If you want to remove all products from a portal permanently, or just want to start with a clean slate then re-apply products you can use the Remove All Products button in the Company Details > Client Portal tab. This can be useful if you have applied many products and need to get back to a known state.
Adding a Tagged Group of Products to a Tagged Group of Customer Portals
You may want to add a group of products to a group of companies. For example you have a tagged group of M-Power companies that are all branches the one physical company and you want to apply a tagged group of products to them all.
To do this navigate to Settings > Client Portal > Products tab and use the Add Tagged Products to Tagged Companies Portals button.
Here you select a company tag and product tag.
You can remove a tagged group of products from a tagged group of companies using the Remove Tagged Products from Tagged Companies Portals button.
WARNING: These functions are powerful and can add or remove thousands of products across many companies in one operation and you can not undo these changes once applied so be sure to understand what you are doing.
How do I configure pricing for my portals
Pricing for all portal items is handled at the Item level.
What configuration options are available
Adding Static Content Pages to Portals