Customer Access Portal
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      1. Texada Knowledge Base
      2. Rental: GateWay
      3. Customer Access Portal

      Set Up Access Permissions in the Customer Access Portal

      Describes how to control what functionality your customers are able to view and access in the customer access portal and ecommerce from within the customer access portal.

      Type

      How to, conceptual

      Audience

      GateWay Administrator, Company Administrator

      Products

      GateWay’s customer access portal, ecommerce website

       

      Context

      Set up your access permissions in GateWay when you want your customers to only have access to the information that is important to them. For example, you can set up GateWay so that your customer users can use the customer access portal functionality, but not the ecommerce website if required. 

       

      The ability to control access to the customer access portal and ecommerce website’s functionality ensures that your customers are not bombarded with unnecessary information as well as confidential information they should not see at all. 

       

      The access permissions are applied on a company-by-company, user-by-user basis. If you have a customer that has access to more than one company, such as a sister company, then you can set up different permissions for the main company and the sister company for that same customer. You can also apply a single set of permissions to more than one company that is associated with the customer if required.

       

      See: “About Users in GateWay” for more information on the different types of users. 

       

      Use the following table to learn more about each access control option:

       

      Option

      Description

      Rentals

      Controls whether the Rentals option appears in the menu bar in the customer access portal

      Request Service

      Controls whether the Service Request popup appears on a rental product when viewing the details of a rental contract in the customer access portal

      Request Pickup

      Controls whether the Request Pickup button appears in the details popup of a rental contract in the customer access portal

      Invoices

      Controls whether the Invoices option appears in the menu bar in the customer access portal

      Pay Invoice

      Controls whether the Pay Selected button appears in the footer bar of the list of invoices in the customer access portal

      Inquiries

      Controls whether Invoices > Inquiries appears in the menu bar in the customer access portal

      Orders

      Controls whether Orders appears in the menu bar in the customer access portal

      Create New Reservation

      Controls whether the Create New Reservation button appears in the list of rental contracts in the customer access portal

      Support Tickets

      Controls whether Tickets appears in the menu bar in the customer access portal

      Manage Job Sites

      Controls whether Manage Users appears in the user menu in the customer access portal

      Show Product Availability

      Shows the number of available units for a product at the Check Out page of the ecommerce website

       

      Before You Begin

      Required: Internet connection, valid GateWay account, valid login credentials and access permissions, existing customer profile

       

      Steps

      To set up access permissions for a user, do the following:

      1. In the customer access portal header bar, use the user menu to select Manage Users

        The Manage Users page opens in the main area
      2. Click the user you need to set up access permissions for
        The Edit User popup opens
      3. Under Company Access, click edit next to the company that you need to set up access permissions for 
        Note: You may not have permission to edit the access for a particular company for the user. Contact your GateWay Administrator if you need to add permissions for a company you do not currently have access to
        The Set Permissions popup opens for the user for the selected company
      4. Under Apply Permissions to Companies, check any companies that these access permissions apply to if you need to apply a single set to multiple companies at once
        Note: You may not have permission to edit the access for a particular company for the user. Contact your GateWay Administrator if you need to add permissions for a company you do not currently have access to
      5. Check any access permissions, such as Rentals, that apply to this customer for the selected company(s)
      6. Click Apply Permissions
        The access permissions are applied to this customer for the selected companies

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