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Editing your portal - how to make changes

As a portal admin, you have access to a number of self-serve tools to manage your portal. Some of these options change based on whether your portal does or does not accept credit card purchases. Navigate to each page using the "Portal Options" menu on the upper right-hand side of your window.

On all portals - edit product listings and add/remove users. 

On non-credit card portals only - view and approve or reject all orders currently pending approval (if your portal has order approval enabled).

 

On credit card portals only - view any existing discount codes and gift cards and create new ones.

 


LISTINGS

The Listings page is where you can view all of the products that are listed on your portal, their description and category, and whether they are activated (i.e. currently displayed on the portal). To edit a particular listing, click on the Name.

 

On the Edit Listing page, you have the ability to change a number of details about how the product shows up on your portal. For more information on editing your listings and what these settings do, please see the Editing Your Portal article.


USERS

On the Users page, you can view all the users authorized to access your portal and whether or not they are also an admin, delete users, and add new users. For more on adding/removing users and assigning permissions, see the Adding/Editing Portal Users article.

 


APPROVALS (NON-CC PORTALS ONLY)

If your portal requires order approvals (a setting enabled by your Inventory Manager), the Approvals page will allow you to view orders that are currently pending approval, and either approve or write comments to reject each order. You can find more information on Approvals here.

Example of an order pending approval: 

DISCOUNT CODES & GIFT CARDS (CC PORTALS ONLY)

On the Discount Codes and Gift Cards pages, you can view the active codes and gift cards for your portal, create new ones, and hide codes/cards that should be discontinued. You can also search for a particular discount code, and view your expired or hidden codes. More info on when to use discount codes vs. gift cards can be found here, and see the "Managing Discount Codes/Gift Cards" article for a how-to guide on adding/removing codes and cards from your portal.

 

 

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