Want to create multiple extranet accounts in one go in blgcloud?
It’s very simple, you just need to:
- Click on the CRM module
- Select the various desired contacts by checking the corresponding box:
Once you have chosen the various contacts, click on the button that appears at the top right of the page, “Bulk extranet account creation” :
A window will appear, please fill in the following information:
-
User group: you can select the desired extranet access:
-
Extranet access = global access
-
Restricted extranet access: invoices = access to invoices only
-
Extranet access without invoice = global access except the Invoices part
-
-
Tags: you can add a tag if you wish
- Click on Next
Extranet accounts of selected contacts are created.
A summary window with the number of accounts created appears.
N.B. :For the extranet account to be created, the following conditions must be met:
- the contact must not already have an account
- the contact must have a business connection
- the contact must have at least one professional email address
For information, the extranet account can also be created individually, follow this tutorial.
It is also automatically created when sending the offer via the “Send” button from the Sales or Contract part of blgcloud.