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Setting up Customer Portals (VIDEO)

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These video tutorials and Portal Planning checklist will get you started creating customer portals and user accounts.

Portal customer experience videoPortals: Customer Experience (4 min)

adding portals videoAdding Portals (3 min)

Portal users, groups, permissions videoUsers, Groups and Permissions (5 min)

order history videoOrder History (4 min)

Use this Portal planning checklist (PDF) to help you assemble the catalog items, user information and other settings for each of your portals.

Next, see: Adding Catalogs for Online Ordering (VIDEO)

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