If the organisation has the Customer role you can give users access to the portal.
You can turn on/off access to the portal using the PORTAL ACCESS switch.
This will enable and disable their user account on the CocoonTMP portal.
The first time a contact’s account is enabled; they will receive an email that contains a link for them to set their password and activate their account.
Setting up the system <br> Setting up the dashboards <br> Setting up the address book <br> Address Book Organisation Identities <br> Adding billing accounts to ...
Set the home country for you organisation, this is used as the default country for pick lists. Here you can set the default units of measurement used in the system. You can also turn on audit logging here. Here you can configure how the references ...
Notifications are messages that are sent to external parties by the system. The following general settings can be configured: Logo use in the notification header Sign off salutation Footer For each notification you can set the content that is ...
You can upload changes to the address book using the [ UPLOAD ICON ] in the left-hand menu. This allows you to make changes to the address book from other sources that can export their data. Or quickly make new entries in the address book quickly. ...
You can attach documents to an organization. You attach a document to an organization by selecting the organization the document should be attached to, then drag the document onto the page. You will then be presented with a dialog box to select the ...