Portal Users in CustomerGate 365

The list

E-mail

The address the user signs in with.

Name, Customer No., Customer Name

Who the user is and whose data they may see.

Role

Buyer or Viewer, chosen at approval. See Account Requests.

Active

Whether the line still gives access.

Created At, Created By, From Account Request

When access was granted, who approved it and from which account request.

Last Sign-in

When the user last signed in.

Deactivated At, Deactivated By

When and by whom access was revoked.

Anonymized On

When the personal data on the line was erased. The e-mail address then no longer identifies anyone.

Failed Sign-in Code Attempts, Last Sign-in Code Error, Last Sign-in Code Attempt At

Whether the last sign-in codes could be sent. Zero means the last code went out normally; otherwise the error says why.

Actions

Deactivate

Revokes the user's access to this customer at once, including sessions that are still open: the portal checks the portal user on every call. The line is kept, so it stays visible who had access and when.

Reactivate

Gives the access back.

Show Account Request

Opens the account request the access came from.

Customer

Opens the linked customer.

Export Personal Data, Erase Personal Data

For the user's e-mail address; see Privacy tools. Erasing refuses while the address still has an active portal user, so deactivate first.

Who can sign in

A sign-in works only while the portal user is active and the customer is allowed in the portal. A customer that is Privacy Blocked or blocked for All loses access on the next call. A customer blocked only for Ship or Invoice keeps it, because that is when customers need to see their invoices.

When a customer receives no sign-in code

The website always says that a code was sent, also for an address it does not know, so that nobody can find out who is a customer. Check in Business Central instead:

1. Is there a portal user for this e-mail address, and is it Active?
2. What do Failed Sign-in Code Attempts and Last Sign-in Code Error say on that line?
3. Is the customer Privacy Blocked or blocked for All?
4. On CustomerGate Setup, are the lines E-mail Account and voaPortal Web Service in order? Sent Email shows whether the code went out.