Portal
In order to enable Portal for your account, you will first need to walk your way through the tutorial in this link. To enable Portal for a Client and to invite a User, you can read on below. If you have not previously used Portal you will need to get in touch with your customer success team to discuss turning that on.
Jump to:
Enabling Portal for a Client
- Navigate to the Clients & Sessions > Clients area.
- Locate the Client you want to enable Portal for and click on the cog icon
next to it then select Edit. - Scroll down to the Fotomerchant Portal area and set the radio button in the Enable Portal setting to Yes.
- Make sure to use the Save button at the bottom of the page to finalize the transaction.
Inviting a Portal User
- You will first need to Enable Portal for the Client, as per the instructions above.
- Navigate to the Clients & Sessions > Clients area.
- Locate the Client you want to enable Portal for and click on the Client name.
- Use the green +Portal User button in the top right corner of the screen.
- Fill in all the details and press Save.
- Select whether access should be allowed to a client (all sessions) or just specific sessions and save.
- This will send an email with the login details to the email address specified in the form above.