# Administrators

<details>

<summary>Media</summary>

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FqXtW6ii9kW1LkRJIQeds%2Fimage.png?alt=media&#x26;token=22febeeb-3503-4af3-b120-23c2516266cd" alt="" data-size="line">[TAP Overview for Administrators](https://salesorder.wistia.com/medias/q0oq0fwjp4)

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FlP9dX659g3nEvICuzdeI%2Fvecteezy_steering-wheel-icon-template-black-color-editable-steering_6693457.jpg?alt=media&#x26;token=c60a8aa9-e8b9-45bd-aa0f-225e36848685" alt="" data-size="line">[Setup TAP User's Logins](https://app.storylane.io/share/fmu2gwjnwy8v)

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FlP9dX659g3nEvICuzdeI%2Fvecteezy_steering-wheel-icon-template-black-color-editable-steering_6693457.jpg?alt=media&#x26;token=c60a8aa9-e8b9-45bd-aa0f-225e36848685" alt="" data-size="line">[Enable Payments on the TAP](https://app.storylane.io/share/q0sb7m9tzi2b)

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FlP9dX659g3nEvICuzdeI%2Fvecteezy_steering-wheel-icon-template-black-color-editable-steering_6693457.jpg?alt=media&#x26;token=c60a8aa9-e8b9-45bd-aa0f-225e36848685" alt="" data-size="line">[Exclude Columns](https://app.storylane.io/share/q8fbkfoijqnb)

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FlP9dX659g3nEvICuzdeI%2Fvecteezy_steering-wheel-icon-template-black-color-editable-steering_6693457.jpg?alt=media&#x26;token=c60a8aa9-e8b9-45bd-aa0f-225e36848685" alt="" data-size="line">[Basic Configuration](https://app.storylane.io/share/lmbicldslale)

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FlP9dX659g3nEvICuzdeI%2Fvecteezy_steering-wheel-icon-template-black-color-editable-steering_6693457.jpg?alt=media&#x26;token=c60a8aa9-e8b9-45bd-aa0f-225e36848685" alt="" data-size="line">[Worker Configuration](https://app.storylane.io/share/0hgd4gmkx5oj)

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FlP9dX659g3nEvICuzdeI%2Fvecteezy_steering-wheel-icon-template-black-color-editable-steering_6693457.jpg?alt=media&#x26;token=c60a8aa9-e8b9-45bd-aa0f-225e36848685" alt="" data-size="line">[Customer Configuration](https://app.storylane.io/share/6m2nu9f59a7r)

</details>

## Create a TAP

Login as Master Administrator and goto Setup>Shopping Carts>New Trade Acceleration Portal.

Enter a name for the TAP and Save.

Configure your TAP before deployment and assign login credentials to TAP users.

Customer>Profile>Customer Portal>Enable Portal Shopping Cart

### Copy a TAP

Login as Master Administrator&#x20;

<mark style="color:orange;">Setup > Shopping Carts > Open the TAP you want to copy > Action > Create Copy</mark>

Enter a name for the TAP and Save.

### Embed/Share a TAP

Login as Master Administrator&#x20;

<mark style="color:orange;">Setup > Shopping Carts > Your TAP >Embed/Share</mark>

Use the embed in a web page code or link to deploy or share your TAP.

If you're stuck, tell your web designer you need help 'embedding an iFrame', or email <support@salesorder.com>.

## **Grant TAP Access**

### Customer

To enable access for a Customer to the TAP,  you must set a username and password on the Customer Master profile.&#x20;

<mark style="color:orange;">Sales > Customers ></mark> <mark style="color:orange;"></mark>*<mark style="color:orange;">Customer Name</mark>* <mark style="color:orange;"></mark><mark style="color:orange;">> Profile > Customer Portal > Enable Shopping Cart , and 'Enable Shopping Cart' (check boxes) >add  credentials.</mark>

When you click Save the Customer the system will send an email to the main contact with the credentials embedded in this email template: <mark style="color:orange;">Setup > Email Templates > Customer login details reminder</mark>

### Sales Team&#x20;

To enable access for an in-house Sales Team member to the TAP,  you must set a username and password on the Worker's profile.&#x20;

<mark style="color:orange;">Create Worker > Set Worker Type to 'Employee'.</mark>&#x20;

<mark style="color:orange;">Worker > Login Details > Enable Login > Set Login ID and Password. > Set Role to 'Administrator'.</mark>&#x20;

### **Sales Rep**

To enable access for an independent Sales Rep to the TAP,  you must set a username and password on the Worker's profile.&#x20;

<mark style="color:orange;">Create Worker > Set the Worker Type to 'Sales Rep'.</mark>&#x20;

<mark style="color:orange;">Worker > Login Details > Enable Login > Set Username and Password > Set Role to 'Portal Only'.</mark>&#x20;

## Configuration Options&#x20;

### Basic&#x20;

View Basic Configuration options.&#x20;

### Workers

View Workers Configuration options.&#x20;

### Customers

View Customers Configuration options.&#x20;