Create a Portal user
- Open Portal Access and click Add Portal User.
- Enter the user details and connect the correct customer entities or companies.
- Save the profile so the access record is available to manage.
Customer access
Create and Manage Portal Users
Set up Portal users, limit them to the correct entities, and control whether they can open the tracking workspace.
Control what the user can access
- Open Manage on the user row.
- Confirm the linked companies and whether the account is active.
- Turn PieceOutData access on only when the user should be able to open the tracking workspace.
Maintain access after setup
- Use search on the Portal Access page to find the user by name, email, or customer.
- Return to the user record any time their company restrictions or active status changes.