Portal access
Portal access shows, in one place, who from your customers, retailers and suppliers can log in to their portal.
Why and when you use it
Over time many outside people get logins: retailers who order, customers who check statements, suppliers who see their bills. This screen lets the owner check that only the right people still have access. It is mainly a control screen for the owner or admin.
Before you start
- Customers, retailers or suppliers already added in their masters
- Know who in your team is allowed to give access
Step by step
- Open Portal accessIn the left sidebar, under Stockivio ERP, open Portal access.
- Review who can log inGo through the list of customers, retailers and suppliers who have access.
- Look for people who should not be thereCheck for parties you have stopped dealing with and logins that belong to someone who has left.
- Remove or give accessChange access for each party as needed. For customers you can also do this on the Customer Portal screen.
- Repeat every quarterMake this a regular check, like counting cash.
Worked example
At the end of the quarter, the owner of Sharma Traders reviews who can log in. One retailer in Sanganer closed his shop in October.
- Open Portal access and read the list.
- Find the closed Sanganer retailer and remove its access.
- Confirm that Gupta Kirana Store and the supplier Hindustan Foods Pvt Ltd still have the access they need.
Result: Only active parties can log in, and the closed shop can no longer place orders or see statements.
💡 Tips
- Remove access the day you stop dealing with a party.
- Note who gave access and why, so the review is quick next time.
⚠️ Common mistakes
- Assuming access ends on its own when a customer stops buying. It does not; remove it yourself.
Questions
How is this different from Customer Portal?
Customer Portal handles customers only. Portal access shows customers, retailers and suppliers together.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Portal access.
- Scene 2: Walk through the list of parties with logins.
- Scene 3: Remove access for the closed retailer.
- Scene 4: Explain the quarterly review habit.