Customer Portal

This article will provide a detailed step-by-step guide to work with the 'Customer Portal' section in our in-app navigation.

Our Customer Portal section is designed to configure settings and customize layout of the Customer Account Page at your storefront. Follow these steps below:

Step 1: In the navigation bar on your left hand side, click the 'Customer Portal' module to access the tab.

Step 2: Configure the General Settings

The screen should appear as the image below. This section contains 3 tabs. We will move to the first tab, General Settings.

• Choose how B2B Customer Account Page will display in your store:

  • It is recommended to replace your default Shopify account page, which would redirect eligible customers into the B2B Customer Portal

  • Please note that the feature above only works when you're using the Legacy account type in the Shopify Admin/ Customer Account

  • However, if you choose to separate the Customer Portal into a new page, please ensure to set up a navigation link to your menu

• Choose customer type to display the B2B Customer Account Page link:

  • This section allows you to decide which customer are eligible to see and access the portal

  • Beside the 'All customers' option, you can add customers by log-in condition, by tags or add certain specific customers

Step 3: Configure the Advanced Settings

• Replace “Create Account“ link on login form: If you wish to replace default Shopify sign up form by the new B2B registration form, just enter B2B registration form URL into this field

• Show or hide tab for non-eligible customer: It is recommended to select 'Hide tabs' option. Therefore, module tabs at your storefront will only be visible for eligible customers

• Add custom CSS for B2B Customer Account Page: If you need to customize elements of B2B Customer Portal page (such as colors, buttons, etc.), you can enter CSS code into the field

Step 4: Customize portal

Let's separate the Customizations screen into 2 so-called sections:

• Red range: Editor section

• Green range: Preview section

Coming to the Editor, here's how to work with this section:

The 'Navigation' allows you to rearrange the available module on customer portal to fit your preferred order. Simply click this icon and drag the items to a specific order.

For example, when dragging the REQUEST FOR QUOTE section on top of all other sections, and then saving changes, the order of menu items appeared on customer portal will change into the image below:

The 'Dashboard content' allows you to configure the content of your Customer Portal's dashboard. Besides default texts, you can format texts, add more messages, tables or pictures to your liking. For example, the portal dashboard in the image below has custom text highlight and a picture.

Step 5: Preview the changes.

On the right hand side, the Preview section offers a live preview of the dashboard you're editing. You can check this section whenever a change was made to make sure the dashboard is customized based on your preference.

Click 'Extend view' for a clearer look

When extended, a preview pop-up should appear as below. Click X to close the tab.

Step 6: Saving your changes:

• Once you are satisfied with the settings, click the Save button located at the top corner of the screen.

• If you wish to discard any changes made during the session, use the Discard button beside the Save button.

If you have a problem, please feel free to reach us at [e-mail] or Live Chat if you need any assistance.