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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
Create Security Groups
Set up a New User or Contact and Grant Access to Locations
Add Users to Security Groups
Assign Permissions to Data Objects
Allow Users to Recover Lost Passwords
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
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Customer Portal Guide.pdf
