These video tutorials and Portal Planning checklist will get you started creating customer portals and user accounts.

Assign a Group to a portal and assign individual users to the group to give them the same access to a portal. Assign individual users directly to a portal to give them a specific level of access.

This user-specific feature is available with Express checkout. Follow these instructions to copy a specific approver on the response email sent on orders that approver is responsible for.

Reduce the proofing process by days with online proofing. Learn how simple it is to send proofs online.

A valuable feature for customers who want to approve orders before they're off to production. Follow these steps to activate it on catalogs and assign page permissions for approvers.

Edit the labels on the columns that display the order date, status and tracking number in the catalog content and on the order history and order approval pages of a portal.

Create portals for easy online ordering and revenue generation. This info supplements the content covered in the Nuts & Bolts 201 webinar.

Create a customized proof upload form for each of your portals, and tailor the form and messages to each customer.

Personalize the Proof Approval Form your customers use in their portals, to give you feedback on proofs.

The Form Recipient Manager field type lets you select a portal user or a group of users and automatically populates their email addresses to receive a proof notification.

You have the option to display proofs that are no longer pending, to give your customers a more complete picture of their proofing history in their portal.

Add an Export link to the Order History page in your Customer Portals to give your customers a printable list.

If the notification does not have to be user-specific, follow these instructions to send an email response to the same email address(es), regardless of who is placing the order.

This collection of articles and videos will help you learn how online proofing makes the entire proofing process easier on your business and your customers.

Your dedicated portal login page could be classified as "Prime Real Estate" for marketing to your existing and potential clients. Check out these suggestions for using it to promote the ease, convenience and efficiency of a customized storefront.

While the billing & shipping form fields on the ecommerce checkout form are universal, the email messages associated with an order can be uniquely tailored to your portal customers. Find out how.

Use Order Approval to let your customers approve orders before you send them to production. This video and collection of articles will help you set it up, tailored to the specific needs of each of your customers.

Users who access the same portal can have access to different pages in the portal.