An Administrative User can add a Customer to the Portal. This is done not in the Portal, but in the Insight Web Application. It's important to understand that if Portal Access is not enabled for a user, they will be unable to log into the Portal.
How to add a customer:
- Navigate to the Customer form.
- Select a Customer from the grid.
- Navigate to the Portal tab.
- In the Access region, check the Allow Portal Access box.
- Select Save.
The customer has now been enabled.
Enabling Catalog Versions
In addition to enabling a customer, the available Catalog Versions need to be accessible via the Dealer Portal.
To enable a catalog:
- From the Insight Web Application, navigate to the Catalog Versions form.
- Select a Catalog from the grid.
- Select the Markets tab.
- Select a Market.
- Check the box at the bottom of the screen titled Available in Portal.
- Select Save.
The Catalog is now available for use in the Portal.