PL ProfitLensGCC ERP by Somar
ERP & SolutionsFinance, Procurement & Core ERPClient Portal Accounts
Finance, Procurement & Core ERP

Client Portal Accounts

Provision private client access to maintenance, purchasing, or dental-lab portal experiences.

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LiveERPGCC

Capabilities

  • Invite client portal users
  • Grant maintenance, purchase, or dental-lab scopes
  • Review access requests
  • Approve, reject, resend, or revoke access
  • Customize portal landing and branding
  • Copy and share the universal portal link

How it works inside the ERP

  1. Invite client portal users
  2. Grant maintenance, purchase, or dental-lab scopes
  3. Review access requests
  4. Approve, reject, resend, or revoke access
  5. Customize portal landing and branding
  6. Copy and share the universal portal link

Workflows

Workflows

B2B Portal Order to Delivery

Extend controlled ordering to approved customers, then fulfill through the same ERP stock, warehouse, dispatch, invoice, and payment chain.

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Important scope note

Portal visibility is scope-based and requires an approved tenant-client relationship.

Product evidence

This description was reviewed against user-visible interfaces and behavior in:

  • public/modules/service-client-accounts/view.html
  • public/modules/service-client-accounts/logic.js
  • public/portal.html