--- title: "Trade Portal Customers" slug: "trade-portal-customers" description: "Learn about Marlin Connect Trade Portal integration with Marlin GTX trusted automotive workshop software by Megabus." tags: ["Marlin GTX"] updated: 2026-06-25T03:53:21Z published: 2026-06-25T03:53:21Z canonical: "help.megabus.com.au/trade-portal-customers" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.megabus.com.au/llms.txt > Use this file to discover all available pages before exploring further. # Trade Portal Customers **Marlin GTX** trade portals require customers to register for access. Customers can be granted access to Marlin Connect via [self-registration](/gtx/docs/marlin-connect-portal#self-registration) and then easily [added using the GTX Inbox](/gtx/docs/trade-portal-customers#actioning-self-registration). Alternatively, they can also be [manually added](/gtx/docs/trade-portal-customers#manual-registration) as customer contacts with with portal access using the [Customer Maintenance](/gtx/docs/trade-portal-customers#customer-maintenance) or [Contact Maintenance](/gtx/docs/trade-portal-customers#contacts-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](/gtx/docs/trade-portal-customers#actioning-self-registration) as required. ### Actioning Self Registration After the customer submits the registration form, a **Registration Request** will appear in the [GTX Inbox](/gtx/docs/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](/gtx/docs/trade-portal-customers#customer-maintenance) 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](/gtx/docs/account-customers) and [Contacts Maintenance](/gtx/docs/contacts) 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](https://help.megabus.com.au/gtx/docs/contacts#adding-contacts-to-customers-and-suppliers) associated with their own customer account. ### Customer Maintenance Customer **portal access** can be configured using [Customer Maintenance](/gtx/docs/account-customers) (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](https://help.megabus.com.au/gtx/docs/contacts#adding-contacts-to-customers-and-suppliers) 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](/gtx/docs/contacts) 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 ## Changing Portal Passwords Customers can change their portal passwords at any time by **logging into the trade portal**. > link **To change your password:** - Click the **drop-down arrow** next to your user name - Select **Change Password** ## Forgotten Portal Passwords Customers can reset their own password from the a trade portal sign-in page. **To reset a password:** - Click **Forgotten Your Password?** on the sign-in page - Enter the registered **email address** and click **Request Reset** **Edit** button ![](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Glossary/image-1705889838140.png?sv=2026-02-06&spr=https&st=2026-11-08T18%3A03%3A31Z&se=2026-11-08T19%3A03%3A31Z&sr=c&sp=r&sig=vLR%2BkIm87klnKuXUyHg5YZfwLgRBKegCA0S7wYFXdLg%3D) Shortcut: **F2** **Add** button ![](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Glossary/image-1704776179584.png?sv=2026-02-06&spr=https&st=2026-11-08T18%3A03%3A31Z&se=2026-11-08T19%3A03%3A31Z&sr=c&sp=r&sig=vLR%2BkIm87klnKuXUyHg5YZfwLgRBKegCA0S7wYFXdLg%3D) Shortcut: **Insert**