Web: Maintain Users (ordering portal accounts)

Web: Maintain Users (ordering portal accounts)

Summary: Create and manage customer web accounts that map to WinServe customers.

Quick answer

Each web account has a username/password and a linked “ordering customer”; contacts pick their name at login. Additional customers can be linked for status visibility.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Open **Web ▸ Users** and enter **Username**, **Password**, and select the **Customer** for the account.
    media/web-users-01.png

    [Insert screenshot for Step 1]

  2. Use **Additional Customers** to comma‑separate customer codes that should be visible for status online (include the ordering customer code).
    media/web-users-02.png

    [Insert screenshot for Step 2]

  3. Optionally set **Ship to** and **Bill to** for photocopy workflows (ignored for process).
    media/web-users-03.png

    [Insert screenshot for Step 3]

Confirm it worked

The user can log in to the portal and see the configured customers/contacts for order entry and status.

Troubleshooting

If the user cannot see expected customers, confirm the **Additional Customers** field and the default ordering customer.

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