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You must have the Client Portal Settings permission to view/edit this section.

Please go to Maintenance > Users to enable the permission.

See Users for more information.

The Clent Portal Settings section consists of pages that allow you to customize parts of the Client Portal.

Barcode and Import Configuration

The Barcode And Import Configuration allows you to set up barcode configurations within the Operations App, so your clients can quickly scan their 2D barcodes to fill out the entire order form within the Client Portal. These configurations can be applied to your entire client base or to specific customers.

See Barcode And Import Configuration.

Customization

You can customize your Client Portal website inside of the Operations App.

See Tracking Configuration

Tracking Configuration

Tracking Configuration allows users to set up unauthenticated tracking settings (default and custom) to better control what is displayed to unauthenticated users in the Client Portal.

See Customization

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