4.2 Creating Commerce Portal Users

In order for Navision to register information entered by a Web Portal user, through your Web portal, the user must be registered in your customer, vendor or Salesperson/Purchaser database and must have a Commerce Portal login ID and password.

All information about Web portal users is maintained on related contact cards.

Commerce Portal users can be created in two ways:

To create a Commerce Portal contact, follow this procedure:

  1. Open the Contact Card window:

  1. Click F3 to create a new contact.

The following table describes the fields relevant to Commerce Portal. The remaining fields are described in Navision online Help for the fields.

Field

Comments

General tab

 

Type

Enter the type person.

Company No.

Enter contact number of the company for which the contact works.

Commerce Portal tab

 

Login ID

Enter the Login ID of the contact.

Password

A password for the contact to use to access your Web portal is entered in this field when you click Functions, Create Password.

Enablement Date

The current work date is entered automatically when a password is created either by you or when a new user registers from your Web portal.

Queue Priority

Enter a priority level for your Web portal users. A user's Commerce Portal priority determines how quickly messages between Navision and the Web portal are handled.

Online User Type

If the contact entered in the Company No. field is linked to a customer or a vendor, this field will be filled in automatically. If the user is a salesperson or a purchaser, enter 'salesperson'.

On Behalf Of

If the contact entered in the Company No. field is linked to a customer or a vendor, this field will be filled in automatically. If the user is a salesperson or a purchaser, enter the code of the user that the contact belongs to.  

Catalog Set

Enter the name of the catalog group that the Web portal user should have access to.

Notification Process Code

Enter the code that is used to notify your contact.

 

Related Topics

Role and Permission Management

Setting Up Notifications

Reverse Auctions

Commerce Portal Roles

Creating IDs and Passwords

Automatic Creation of a New Contact Card