Documentation
Portal Setup
Set up and configure your customer and supplier portal.
Portal Setup
Set up your branded portal for customers and suppliers.
Enabling the Portal
- Go to Settings → Portal
- Enable the portal feature
- Choose your subdomain (e.g.,
yourcompany.gloyd.com)
Branding Configuration
Customize your portal's appearance:
- Logo: Upload your company logo
- Colors: Set primary color and theme
- Welcome message: Customize the login page text
Inviting Portal Users
To invite a customer or supplier to the portal:
- Go to the contact's detail page
- Open the Portal Access section
- Send an invitation
- The user receives an email to set their password
Portal Roles
| Role | Permissions |
|---|---|
| Portal Admin | All operations + user management |
| Portal Member | View and create orders, quotes |
Customer Portal Features
Your customers can:
- Submit RFQ requests
- Review and accept/reject quotes
- Track order status
- Download documents
Supplier Portal Features
Your suppliers can:
- Respond to RFQs with pricing
- Submit quotes
- Acknowledge orders
- Update shipping information
Configuration Options
| Setting | Description |
|---|---|
| Catalog visibility | Show/hide product catalog |
| Self-registration | Allow or restrict sign-ups |
| Document access | Configure which documents are visible |
| Notification preferences | Email notification settings |