Customer Web Portal profiles are groups of orders associated to a common Task Definition record and are linked to a Customer Web Portal user(s) through the Profile setting within Personnel Setup (see Creating Customer Web Portal Users).  Profiles will be used to create and identify orders within the Customer Web Portal, therefore they will need to be established to distinguish them from orders created from within MoversSuite application directly and from other companies using the Customer Web Portal.

 

Use the following procedure to define profiles to be used for Account Representatives (refer to the Task Definition Setup for more detail on each setting):

 

Create a Customer Web Portal Profile

1.   Access MoversSuite Administration (Web),

2.   Open Common > Task Setup,

3.   Press New (next to Task Definition field) and the Definition tab will become active,

4.   Enter a Task Definition Name that will uniquely identify the company.  The value entered here will be available to be assigned to Account Representatives through the Profile setting within Personnel Setup (see Creating Customer Web Portal Users),

5.   Select the appropriate Account from the list of those available,

6.   Select Order Information for the Module,

7.   Enter data for other fields within this tab as needed and press Save to add the record to the database,

8.   Open the Tasks tab and either enter new tasks to associate to the record or copy from another Task Definition,

9.   Open the Groups tab,

10.  Press New to activate data entry,

11.  Enter an unique Name for the group to be used as the Roll Out search option for Special Commodities orders created using this Task Definition record.  Note:  Only one Task Group will be recognized when searching for orders within the Customer Web Portal, therefore only one Task Group should be assigned to a Task Definition record,

12.  Enter other fields as needed.  Refer to the Task Definition Setup for details,

13.  Press Save to add the group to the definition,

14.  Repeat Steps 3 through 13 to add definition records for other companies that will use the Customer Web Portal.

Task Definitions will be linked to Account Representatives through the Web User Setup (described within the Creating Customer Web Portal Users section).