Customer Portal Introduction Installing Customer Portal Install the Signature Portal Web Service Install the Customer Portal Website Application Install the SMS Integration Application Install the Signature Portal Security application Verify the Application Pool Settings Setting up Security for Portal Users Signature Portal Security Overview Before You Set up Security Open the Signature Portal Security Application Navigate Signature Portal Security Set up Users and Permissions Setting up Display Preferences Change the Organization Display Name Load a Predefined Visual Template Save Changes to a Template Set up Reports Manually Select Visual Settings Setting up Optional Preferences Create an Exception List Create a Link to the Signature Portal Site Change the Microsoft Dynamics GP Company Add a Microsoft Dynamics GP Company Keep a Log of Sign-in Attempts for the Website Set a Call History Limit Getting Started with Customer Portal Sign into Customer Portal Navigation Using Customer Portal Pages Optimize the Page Column Display Use the Home Page Use the Service Call Pages Use the Equipment Pages Use the Maintenance Pages Use the Reports Page Use the Dashboard Page Troubleshooting Recover a Lost Password Change a Password PDF Download
