Navigating the Customer Portal
Last updated
Last updated
The customer portal is main dashboard for all b2b customers, and a login destination.
This page can be customized by the shop owner, so its contents might be different than what is shown on this help page.
By default, it contains modules that link to functionality of customer interest, such as links to available assortements, invoices, or information about orders, subscriptions and events.
By default login setting, customers will always arrive on this page after logging into their account. Note that this is a preference that can be customized by the shop owner and for each individual account.
If you prefer to navigate via URL, your-shop.domain/b2b_platform will lead to the customer portal.
While using B2Bsellers functionality, you can always return to this page by clicking Dashboard, located in your account menu or on the navigation bar.
Note that the navigation bar can be fully customized by the shop owner and your shop's navigation bar might differ from this example.
The cockpit provides a quick overview to you about all open orders, transactions and offers, along with additional entry points that let you explore individual line item details, or lead you to the full listing for the given functionality.
You can access this by clicking "Cockpit" in the navigation bar, or by navigating to the URL /b2b_platform/cockpit
This module specializes in all open orders, transactions and offers.
This module specializes in a full listing of completed actions: Orders, ordered products, all available documents, and completed offers.
This module allows you to know at a quick glance how many orders you have placed throughout the current calendar year.
This module allows you to quickly access your order lists.
Some options might not be available due to the shop's configuraiton.
The account page shows your personal data, your assigned role inside the shop, and ways to log in.
You can access this by clicking "Account" in the navigation bar, by clicking "Your Profile" in the account menu, or by navigating to the URL /b2b_platform/account.
Role settings can only be edited by administrators of the given company.
If you are an administrator yourself, this is highlighted by the ☑️ next to "Is an administrator". Administrators can't have additional roles assigned, which is why the option is greyed out.
For reulgar employees, you can choose and assign any role provided in the role settings.
☑️ Active indicates whether an account is enabled or not. This is typically controlled via employees overview. Only employees who have this checkbox activated will be able to log in.
If enabled by the shop owner, you can generate a personalized login link, which skips the need to log in using passwords, and can be bookmarked for quick access.
In order for the link to work, you need to have the setting "Yes, I want an individual login link" set to "True", as shown in this screenshot:
If you have multiple customers you're purchasing products for, you can skip the selection upon logging in by choosing anything other than "Company selectio with each login". You will then be always logged in as the selected customer upon logging in, and can switch to others as needed via the account menu.
Default target uses the setting the shop owner provided for the page you will be redirected to after logging in.
You can choose any of the available options if you prefer to always be redirected to a specific page insetad.
Under Company, you can find all topics related to your company's settings and preferences.
Employees
Allows you to see all past and present employees, and manage them, if you're an administrator. Learn more here: Managing Employees
Addresses
Allows you to view, add, remove and manage addresses that can be used for shipping or billing.
Cost center
Allows you to view, add, remove and manage cost centers that can be used to track individual projects.
Company Roles
Allows you to view, add, remove and manage addresses that can be used for shipping or billing.
Payment methods
Allows you to select a default option from the payment options available to you
Express-Checkout
Allows you to pre-set defaults for your current company to use. In order to change them, you must have the administrator role, otherwise the link will show you a 403 page.
Budgets
Allows you to create and manage budgets. Learn more here: Employee budgets
My product numbers
Allows you to create customer-specific product numbers for your current company. Lean more here: Customer Specific Product Numbers
Order lists
Subscription
Product quick search
Orders
Fast order
Order requests
Offers
Budgets
To learn more about events, see here: Event-Manager
