This guide explains how to manage a customer's ability to access their reserved area (login) within the system.
Step-by-Step Procedure
To enable or disable login for a specific customer, follow these steps:
1. Access the Customer Profile
- Go to the customer management section.
- Search for the desired customer and click to open their edit card.
2. Go to the "Login" Section
- Within the customer's edit card, navigate to the section titled Login.
3. Manage Access
- Locate the checkbox labeled Enable Login.
- To enable login: Make sure the Enable Login box is checked.
- Note: If you are creating a new customer or want to reset the password, you can also check the option Generate and send credentials or manually enter a new Password and Confirm Password.
- To disable login: Make sure the Enable Login box is unchecked.
4. Save Changes
- Once you have set the desired option, click on the save button (usually Save or Update) in the top toolbar to apply the changes.
Once saved, the customer's status in the general list will be updated:
- If login is active, the status will be Can log in.
- If login is disabled, the status will be Login inactive.
