Ecommerce Portal Login
The e-commerce portal is white-labeled and can be modified to show whatever logo and brand information and at whatever URL the client wants to display.
Before users can access the e-commerce portal, they need to be invited. Sales Managers and Admins can grant e-commerce customers access to the portal from the Ecomm Users page in the CRM. The Ecomm Users page lists portal users alphabetically by name and includes the following information:
- Name
- Client
Users can search existing e-commerce customers. New e-commerce customers can be added by selecting the “Add User” button. A new window will display required information to be added:
- First Name
- Last Name
- Customer
Click “Save” to finish, and an invitation will be emailed to the new e-commerce customer.
The invitation link will allow them to set up their password. Once the password is set up, then they can access the e-commerce portal.
To connect an existing user, simply click on the “Connect Existing User” tab and choose the user’s name. Click “Save” to finish.
Existing e-commerce users’ information can be edited as well. From the ECommerce Users main page, click on a user name. The ECommerce Users Details page is displayed with the following information:
- Name
- Customers (associated with user)
Existing e-commerce users’ access can be disabled and edited. To disable, click the “Disable” button and confirm. To edit the user, click the “Edit” and make changes related to first name, last name, and email address. Click “Save” to finish.
To link a new customer to an e-commerce user, click “Add Customer” and choose the customer from the dropdown list and click “Save.”
Linked customers can be deleted from the user’s account by clicking the “Remove” button.
Main Page -- E-commerce
Updated over 1 year ago