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Administrator users can add or remove specific "modules" to customize the accounts access within the portal, creating a tailored experience based on each account|s needs. The available modules include:

  • Project Feature: A module where users can create and manage projects. (Link to Project documentation)

  • Site/Object Feature: A view that gathers all orders related to a specific site or object, allowing users to monitor and manage orders in one place easily. (Link to Site/Object documentation)

  • Wholesaler Feature: Provides the capability to manage billing through a wholesaler, streamlining financial processes for relevant orders. (Link to Wholesaler documentation)

These features ensure a customized solution where users only access the modules relevant to their roles, promoting efficiency and clarity within myGlamox.

 

How to activate modules

Info

The features are currently managed by Salesforce administrators on account level.

Screenshot 2024-11-05 at 19.56.26.png

 

1️⃣ Navigate to the Account profile

2️⃣ Click on the edit icon, and navigate to the Glamox Online Features boxes to choose preferred feature settings.

3️⃣ Choose the module(s) you want to activate for your account and click the blue “Save” button.

Screen Recording 2024-11-05 at 20.06.22.mov

 

Salesforce and Portal view

 

 

 

 

Screenshot 2024-11-05 at 20.14.27.png

Projects and Sites modules are activated in Salesforce 

 

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Sites and Projects are visable in the myGlamox Portal