How to Give a Customer Access to the OnTime Customer Web Portal

To set up an individual customer with login access to your OnTime Customer Web Portal, follow these steps:

From OnTime Management Suite, select the Customers view on the left side of the screen.
Double-click on the entry for the customer that should receive Web Portal access.
On the resulting screen, ensure the General tab is selected on the left. Ensure that the Email and/or Account Number is populated with a value. Either of these fields will be used as a customer's user name when logging in to the portal.
Select the Web Portal tab on the left.
Check the box labeled Grant this customer access to the OnTime Customer Web Portal.
The Email and Account Number fields will be filled with the email assigned from the General tab in step three. Enter a Password. These are the credentials that your customer will use to log in to the Customer Web Portal.
Set the customer’s Time zone, if necessary, for accurate tracking information.
If desired, check the box labeled Allow contacts to access all orders entered under this customer. Contacts for each customer can be viewed and created from the Contacts tab on the left.
Click OK to save your changes.

Article ID: 19, Created: May 19, 2015 at 10:09 AM, Modified: June 28 at 6:45 PM