Portals

Portals

Introduction 

Portals are specifically designed for administrators to extend 1Stop's accessibility to Contacts, Vendors, or Partners. Portal users can access modules and relevant data that have been granted to them, including Products, Invoices, and Notes. Furthermore, they have the capability to view, edit records, create new records, and add notes.

Benefits Of Portals 

Portals offer numerous advantages to both your organization and your customers. Here's a concise overview of some of these benefits:
  1. Share Information - Portals serve as a versatile platform for sharing essential information like business documents, product updates, and notes with your customers.
  2. Access Data - By implementing portals, customers gain instant access to their data and organization-related information stored in the CRM. This acts as a centralized hub, allowing customers to track application status, access quote details, check pending payments, and more, without the need for constant intervention. This enhances productivity and eliminates communication delays.
  3. File and Document Management - Customers can conveniently view, edit, or update their information and attach relevant files or supporting documents directly within the CRM system.
  4. Secured Data Sharing - Portals provide a secure environment for sharing sensitive data. You can control access by specifying who can view and interact with particular information. For instance, you can restrict access to the quotes module to a specific set of vendors, preventing others from viewing it, thus effectively mitigating the risk of data misuse or loss.

Portal User Types

Portals come in two main types: client and non-client portals. The client portal is both the initial and default portal created in your CRM account. You can add up to 5000 users to the client portal without incurring any charges. Additionally, we provide the flexibility to generate non-client portals for leads and custom modules, and you can increase the number of portal users by procuring non-client portals.

Here are some key actions you'll undertake when configuring a portal:
  1. Select a module for which the portal is created and its associated modules.
  2. Choose the layout(s) of these modules.
  3. Define record permission like read only, view, read and write.
  4. Choose either list view or canvas view for the module. 
  5. Use the lookup filter option to decide which records the user will view and access. 
  6. Specify field permission like read only or read and write.

Creating Portals

For more information on creating and/or using portals, please contact us at jason@1stopro.com.

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      Introduction CRM portals are specifically designed for administrators to extend CRM accessibility for their contacts, vendors, and partners. Portal users can access modules and relevant data that have been granted to them, including products, ...