Providing people (Customers) access to the booking portal

Table of Contents

Overview

If you want to give customers access to the booking portal

Give the person access

NAV to the person details

you can then send them a reminder email if you like

Resend their password

If a user has a username and password and has forgotten it

Roles - defining what they can do 

When a person logs in on behalf of a Customer - they have a /wiki/spaces/SI/pages/33054890 granted.  The role defines what they can do and see.

If you do not see a role on their Debtor / Creditor then they have access to the default role (member).