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Creating an administrative user
Before a user can be granted access to the Insight Customer Portal, a Manufac...
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Onboarding a dealer user
Welcome to Insight, powered by Cyncly.When onboarding a new dealer user, you'...
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Enabling a customer for portal access
An Administrative User can add a Customer to the Portal. This is done not in ...
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Creating a team
Creating a Team provides controlled visibility of orders across users. Member...
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Adding a user to a team
As an administrative user, you can add users to teams. A team is generally cr...
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Searching for an order
To search for an Order in the Insight Customer Portal:Navigate to the Orders ...
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Creating an order
The Insight Customer Portal allows dealers to submit new sales orders directl...
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Adding and customizing order lines
Products can be added to an order by creating an order line. Each order line ...
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Managing user roles
The Insight Customer Portal includes two user classification roles available ...
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