Customer Access Management

Customer Access Management

This section explains how HandiFox Online users grant access to the B2B Portal and how customer access is managed after invitations are sent.

Inviting Customers

Customers gain access to the B2B Portal through email invitations sent by HandiFox Online users.

To invite a customer to the B2B Portal, go to B2B Portal Settings  and open the Customers tab.

Click + INVITE .


A pop-up modal titled "Invite Customer" will appear. Configure the account details using the following fields:
    1. Select Customer: Click this dropdown field to select a client profile from your master business accounts list.
    2. Email *: Type a valid email address into this mandatory field. This dictates where the digital registration credentials will be sent.
    3. Use default settings Toggle Switch: By default, this toggle is flipped On (shaded orange), which applies the settings specified in the product catalog settings.
    4. Custom Location Radio Buttons: Flip the "Use default settings" toggle Off (shaded grey) to unlock custom routing rules:
      1. Show total quantities (for all inventory sites) and assign orders to default site: Select this option to let the customer see aggregated stock totals across all facilities, while routing incoming orders to the site specified in the Orders tab.
      2. Show quantities and assign orders to specific inventory site: Select this option to isolate this user's portal view and order processing to a singular location. Use the accompanying Site Selection Dropdown (equipped with a search bar) to choose an exact facility.
    5. Invitation message*: Review or edit the text copy provided in the multi-line input box. While you can personalize this text, it is a mandatory field and cannot be submitted blank.
    6. SEND: This button remains greyed out and disabled until you select a customer and enter a valid email address. Once filled, click the active orange SEND button to dispatch the invite.
     Click CANCEL (or the x icon in the upper-right corner) at any point to discard the wizard and return to the main grid without saving.

    After confirming the invitation, the system sends an email invitation to the customer.

    The customer clicks the invitation link and is redirected to the password setup page.

    The customer must create a password that meets the following requirements:

    • At least 6 characters
    • Must contain letters
    • Must contain digits

    After saving the password, the customer is automatically logged into the B2B Portal and gains access to the company portal.

     If the same email address has already been used in another HandiFox Online company, the customer will not need to create a new password and will be redirected directly to the portal.

    Managing Customer Access

    After customers are invited, HandiFox Online users can manage their access to the B2B Portal.

    This includes controlling who can access the portal, handling existing users, and managing access changes when needed.

    Resending Invitations

    If a customer has not completed registration, the invitation can be resent to their email address.

    This ensures the customer can complete the password setup process if the original email was missed or expired.

    Disabling Access

    Access to the B2B Portal can be disabled for a customer at any time.

    When access is disabled, the customer can no longer log in or place orders through the portal.

     To resend an invitation or to disable a customer's access, you just need to delete them from the customer table. Go to the Customers tab, find the customer row, click the Edit link in the Action column, and select Delete. If you are resending the invite, click + INVITE after deletion to create a new invitation for them.