PL ProfitLensGCC ERP by Somar
Help CenterFinance, Procurement & Core ERPClient Portal Accounts
Help Center · Finance, Procurement & Core ERP

Client Portal Accounts

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

Product overviewHelp Center

Before you start

  • Sign in to the correct company.
  • Confirm your role and company subscription allow this module.
  • Complete required master data in connected source modules before starting a transaction.
  • Use demo or authorized data while learning.

Workspace map

1. Invite client portal users

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

2. Grant maintenance, purchase, or dental-lab scopes

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

3. Review access requests

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

4. Approve, reject, resend, or revoke access

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

5. Customize portal landing and branding

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

Recommended operating sequence

  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

Related procedural guides

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.

Open guide →

Troubleshooting

  • If an action is not visible, check role, permission, record status, and plan entitlement.
  • If data is missing, correct the source module and refresh this workspace.
  • Read the validation message before retrying; an approval or configuration step may be required.
  • Do not bypass protected correction or reversal by creating a duplicate record.
Important scope note: Portal visibility is scope-based and requires an approved tenant-client relationship.