Below is a checklist of the steps to create a Distributor Portal user login:
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Run the zedSuite manager add-on
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Go to Administration > Add-Ons > Add-On Manager
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Highlight the add-on called 'zedSuite Manager' and hit ‘Start’
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Open the Business Partner Master Data window, search for the customer under which to create a user
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Click the Contact Person tab > Add new contact
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Fill out the following required data:
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Contact ID (can be a person’s name or generic title)
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Email address
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Hit Update to save the new contact person
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Highlight the new contact you created and click the ‘Manage zedSuite User’ button in the bottom right
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Fill in the following data:
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Temporary password
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Note: If you are using this same email login on more than on Contact Person, you must pick a unique temporary password different from the other Contact Person's with the same email
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Select one or more web roles
- A user must have either 'Full Access' or 'Orders' to submit Sales Orders or Quotes
- 'Billing' should be used for users who do not need access to submit orders
- 'Edit Quotes' or 'Edit Orders' should be used for any users who need to make changes to their Sales Orders or Quotes through the Distributor Portal
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Hit 'Update' to save changes. From there, the user is ready to login to the portal using the email address and the temporary password
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