Administrators

Master Administrators have control over who has access to the TAP, what they can do on it and what it looks like.

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TAP Overview for Administrators

Setup TAP User's Logins

Enable Payments on the TAP

Exclude Columns

Basic Configuration

Worker Configuration

Customer Configuration

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

Setup > Shopping Carts > Open the TAP you want to copy > Action > Create Copy

Enter a name for the TAP and Save.

Embed/Share a TAP

Login as Master Administrator

Setup > Shopping Carts > Your TAP >Embed/Share

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 [e-mail].

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.

Sales > Customers > Customer Name > Profile > Customer Portal > Enable Shopping Cart , and 'Enable Shopping Cart' (check boxes) >add credentials.

When you click Save the Customer the system will send an email to the main contact with the credentials embedded in this email template: Setup > Email Templates > Customer login details reminder

Sales Team

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.

Create Worker > Set Worker Type to 'Employee'.

Worker > Login Details > Enable Login > Set Login ID and Password. > Set Role to 'Administrator'.

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.

Create Worker > Set the Worker Type to 'Sales Rep'.

Worker > Login Details > Enable Login > Set Username and Password > Set Role to 'Portal Only'.

Configuration Options

Basic

View Basic Configuration options.

Workers

View Workers Configuration options.

Customers

View Customers Configuration options.