How to give access and rights to Client and Carrier portal

The customer portal can be activated from the customer profile.

Step 1. Open the partners list

Navigate to:
SarakstiLists → Partners → All Partners-> Partneri -> Klients -> Izvēlamies menedžeri -> Saliekam tiesības -> @ 

Parvedātāja

portāla

Step piekļuve2. irOpen jāiestatathe attiecīgācustomer klientaprofile

menedžera

Search profilāfor sadaļāthe “Klientucustomer unand pārvadātājuclick portāls”Edit icon.

Step 3. Grant portal access

Select the manager you want to grant portal access to, then click Grant Access. Press

Step 4. Send the invitation

Go to the Clients & Carriers Portal section, review the permissions, and click .