Access Portals
CRMConnect provides three distinct portals for external partners — each with its own design, features and authentication URL. No portal has access to the data of the others or to the admin interface.
The three portals
| Portal | Who it's for | Login URL | Design |
|---|---|---|---|
| B2B Distributor Portal | Resellers, distributors, B2B partners who place orders from your catalogue | /authentication/login |
Left sidebar, central product catalogue |
| B2B Vendor Portal | Vendors who deliver goods — see received orders, respond to quotes, issue invoices | /purchase/authentication_vendor/login |
Top header with gradient, simple navigation |
| Client Portal | End clients who access commercial documents (invoices, quotes, contracts, tickets) | /authentication/login |
Left sidebar, document-oriented |
How they differ
Distributor Portal Client Portal Vendor Portal
────────────────── ───────────── ─────────────
Product catalogue Invoices & Payments Received purchase orders
Cart + order placement Sales Orders Respond to RFQs
OMS order history Quotes / Proposals Issue vendor invoices
Live delivery statuses Contracts Own item catalogue
Negotiated prices Support tickets Vendor contracts
Vendor announcements Projects Return management
Fleet booking Account statement Company profile
Access configuration (admin)
- Distributors & Clients →
/admin/clients→ contact → uncheck "Do not create account" → set email + password - Vendors →
/admin/purchase/vendors→ vendor → Contacts tab → add contact with portal access OR vendor registers themselves at/purchase/authentication_vendor/register