Visit the site as an anonymous customer / logged on visitor

Monitoring the security of the data is very important. You do this by giving the visitors to the site different rights.

Contents
Log on as the contact person of an organisation

One example of a contact person of an organisation would be a sales manager. This contact person is allowed to see the sales data for the customers for which he is responsible. In Profit CRM, you give the contact person the correct rights. A person is a contact person if he is linked to an organisation.

If a person is a contact person for different organisations, you can switch between these organisations.

  • Click on the arrow after the name of the logged on contact person and then on Select organisation.

    The contact person can have different rights for the different organisations. For example, he can be an ordinary contact person for one organisation and a portal administrator for another.

A contact person can change his/her own data in Personal details; Profit CRM processes any changes immediately.

To log on as the contact person of an organisation:

  1. Open the OutSite site.
  2. Log on as a contact person of an organisation.
  3. Click on: Log on.
  4. Click on:Klantportal.
Log on as a portal administrator for an organisation

A portal administrator of an organisation is the person who is responsible for the organisation data. Unlike a 'normal' contact person, the administrator of the customer portal is permitted, for instance, to change hte organisation data and maintain contact person.

To log on as the portal administrator for an organisation:

  1. Open the OutSite site.
  2. Log on as the portal administrator for an organisation.
  3. Click on: Log on.
Access OutSite as an anonymous visitor

When you add a new OutSite site, by default it is only accessible for logged-on visitors.

Make the site visible for anonymous visitors:

  1. Go to: General / In & OutSite / Site.
  2. Open the properties of the site.
  3. Go to the tab: General.
  4. Deselect the Site only accessible to logged in visitors check box.
  5. Click on: OK.

Directly to

  1. Authorisation in OutSite
  2. Add a site manager
  3. Add a portal user
  4. Visit the site as a logged on user
  5. Add a contact person
  6. Change a contact person
  7. Contact persons overview
  8. Revoke rights from a contact person
  9. Delete a contact person
  10. Change a password
  11. Forgotten password
  12. Authorisation roles