Stratum web portal

Setting up your customers access to the web portal.

Create a customer login

As a user, with access to the Administration module

Select the customer menu

the steps are:

Select the customer menu.
Find the customer that you wish to work with.
Edit the Customer and on the top of the Edit screen you will see various tabs.
Select the tab called Web Portal.
In this example below, its the sixth tab (and last tab - depending on your system configuration)
There are two available functions,
- a green add button for new users.
- and a yellow edit button to update users passwords

The web portal tab

Using the add and edit buttons

The add user button and edit user button launches the window below:
Add a web user
When adding a new user, the panel is blank and it will require:
- A name of the user.
- An email address.
- A password, which needs to be confirmed.
When you press the save button the user will be added to the Web portal users screen (as above)
The customer can now use these credentials to log into the web portal.

Please also note that the customer will also have a “green tick” on the main customer screen

Web enabled account flag

Links to other documents in this series

Customer Success