Setting up ciePortal for your customers
An admin can set up a ciePortal connection for a Supplier (your Customer) so that they can view their recycling information such as shipments, product details, the status of payments, and more. To activate this in your account, please contact the Support Team for pricing. Once you are enrolled, follow these steps to give access to your customers and suppliers.
To see what your company portal URL is:
Go to Settings > Organizational profile.
To set up the welcome email for new portal users:
1. Go to Settings> Email> Templates
2. Click +New and enter the name of the template. The Source will be PORTAL USER WELCOME MESSAGE. The reply to should be your internal company email for any issues, concerns, etc. in case your portal user needs help. You do not need to enter anything in the TO line since the contact will be the recipient. If you want, you can add an internal email on the CC or BCC line so that someone in your organization is always copied on a welcome email.
3. Enter the Subject as something generic like 'Welcome to your portal'. This will be what your contact sees in their inbox.
4. Under Insert Placeholders, you can choose key data points to build the body of the email such as the contacts first and last name or the company they are with.
5. Click Save.
To set up a customer portal:
1.Go to the Contact Manager
2. Filter for the Company and/or Contact you want to set up
NOTE: if you want to register all of the contacts at one company, you will need to enable it on every contact for that specific company
3. Enter an Email (or if there is one present, that will become the username), password, and check the Use Portal box
4. Provide access to all or select locations for this company by checking off names from the Locations List. This feature allows users to restrict the data that is pushed over to a contact's portal, if they should not have access to information for particular counterparty locations. If ALL is checked off for this contact, then as new locations are added under this company, they will be automatically granted access to it.
NOTE: If no locations are selected, no data will appear in the portal.
5. Once you click Save, the customer will be sent a welcome letter with the URL and their username & password
If you have additional questions, please contact the Support Team via email to support@cietrade.net.