Trade Portal Customers

Marlin GTX trade portals require customers to register for access.

Customers can be granted access to Marlin Connect via self-registration and then easily added using the GTX Inbox.

Alternatively, they can also be manually added as customer contacts with with portal access using the Customer Maintenance or Contact Maintenance Modules.

Note

The same contact can be assigned to multiple companies using any of these methods.

Could break out into seperate self-reg and manual reg docs?

Self-Registration

Customers can register for portal access directly from the Marlin Connect web portal by clicking on the Register for Portal Access button on the sign-in page.

Fill in the registration form that appears and click Register.

The request will be sent to the GTX inbox, to be actioned as required.

Actioning Self Registration

After the customer submits the registration form, a Registration Request will appear in the GTX Inbox.

Double-click on the request to view its details.

In the Grant Customer Portal Access pop-up that opens:

Double-check the Contact Details
Select the associated Customer using the picker at the bottom
Select the required Web Access Level permissions
Click Approve

They will be automatically added to GTX as a customer contact with web portal permissions enabled and can now log in to the portal, using the email and password they registered with.

Manual Registration

Customer portal access can also be manually configured using the Customer Maintenance and Contacts Maintenance modules.

Note

Only customer contacts can be set up with trade portal accounts, not customers themselves.

If you want to give a customer access to their portal, you will need to add them as a contact associated with their own customer account.

Customer Maintenance

Customer portal access can be configured using Customer Maintenance (Main > Customers > Manage Customers).

To add portal access to a customer contact:

Open the relevant customer in Edit mode
Click on Contacts tab at top
Add or edit the Associated Contacts

In the Change Customer Contact Details pop-up that opens:

Enter the Email they will use to log in with
Enter a Web Password to be used with the portal
Select a Web Access Level from the drop-down at the bottom

Note

Granting a higher access level also includes the permissions from the levels below.

Example: If a contact is given the Place an Order access level, they will also be able to view Customer Pricing and Stock Availability.

Contacts Maintenance

Contacts can also be set up with trade portal access using the Contacts Maintenance module (Main > Contacts).

To add a contact with portal access, Add or Edit the relevant contact.

In the Details tab:

Enter the Email they will use to log in with
Enter a Web Password to be used with the portal
- If the contact is associated with multiple customers, this password and email will be used to log in to all of their portals

Click on the Customer tab at the top:

Click on the Add button at the top
Select the relevant Customer
Select a Web Access Level from the drop-down at the bottom
- This access level is only relevant to the selected customer
- Different access levels can be set for different customers

Tip

This method can be used to quickly assign the same contact to multiple customers.

Home Branches

If branches are configured, a home branch must be selected to determine which branch normally ships products to that customer.

To set a Home Branch:

Open the relevant Customer Maintenance file in Edit mode
Select the appropriate branch using the Home Branch picker at the bottom-left of the Details tab