Client Portal Setup Guide (Operations App)

Customize the Client Portal

You must have the Client Portal Customization permission to view and the Edit Client Portal Customization permission to edit.See Users.

You can customize your Client Portal website with your company logo, colors, and some text customizations by going to Maintenance > Client Portal Customization. See Client Portal Customization for more information.

Add Your Company Logo

Your logo must be in one of the following formats: JPG, BMP, GIF, or PNG. PNG files can only be added through the Operations App.

Go to Maintenance > Images and add your logo. See Images or Images (Classic Operations App).
1. In the Operations App, click the + button in the top right.
2. In the Classic Operations App, click the New button in the toolbar.
Open the Rapidship Configuration form. See Client Portal Customization or Rapidship Customization.
Create a new Profile or select the Profile you would like to add your company logo to. You cannot modify the default "CXT Rapidship" profile.
In the Logo Search enter the name of your logo and select it.
Click the Publish or save button.

See How to Display Your Company Logo in the Client Portal for more information.

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Customize user experience

User experience is customized in the Classic Operations App’s Global Options. Here you can configure items such as whether or not to enable the contact service option, when users can edit an order, etc. From the toolbar in the Classic Operations App, click Options then go to the Internet Options tab. See Global Options for more information.

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Create new users

In the Operations App

Go to Maintenance > Internet Users.
Click the + button in the top right.

Quick Tip: You can also customize the individual user’s experience in the Options tab of the internet user record.

See Internet Users for more information.

In the Classic Operations App

Go to Maintenance > Internet Users.
Click the New button in the toolbar.

Alternate steps:

Click the arrow next to the New button.
Click Internet User.

Quick Tip: You can also customize the individual user’s experience here in the internet user record.

See Internet Users (Classic Operations App) for more information.

In the Client Portal

Clients can create their own internet user record by clicking the “Create new account/login” link in the client portal if the Global Options “Create New Account” is enabled in the Internet Options tab.

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Enable guest user (optional)

Plug’n Pay Processor under the Accounting tab of the Global Options must be enabled. See Setting Up Credit Card Processing.

In the Operations App go to Maintenance > Internet Users.
Select “guestuser9999” and check Approved.
Change the Primary Customer if needed. The guest users can only be associated with this customer.
Update available user options in the Options tab and select available shipping labels in the Custom Procedures tab if needed.
Click the Save icon.

See Client Portal Guest User for more information.

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