Setting Up Customer Portal

  • Help Center
  • Warehouse Management
  • Customer Portal
  • Setting Up Customer Portal
  • Customer Portal
    • Customer Portal Info
        • Customer Portal Overview
        • Customer Portal Options
    • Setting Up Customer Portal
        • Setting up Customer Portal User
        • Locking User into Location
        • Using Client Parts
        • Customer Portal Permissions
    • Using Customer Portal
        • Logging into Customer Portal
        • Customer Portal Customization

Setting up Customer Portal User

Setting up Customer Portal User

The Customer Portal is an Extensiv Warehouse Manager license that needs to be assigned to a specific user.

  1. First, follow the steps to Add New User with Warehouse Manager Permissions.

    2. Next, you must assign the Customer Portal license to the user. This can only be done by the primary admin user in Warehouse Manager.
    On the Settings > Users page, click Assign User Licenses.



    Check the Customer Portal checkbox next to the user you wish to grant portal access. Then click Save.
user setup customer portal

Was this article helpful?

Yes
No
Share additional feedback about this article

Related Articles

  • Using Client Parts
  • Customer Portal Permissions
  • Locking User into Location

Not finding the help you need?

Contact Support

Copyright © 2025 Extensiv

|

All rights reserved.

  • Privacy Policy
  • Terms of Service

Follow Us:

Expand