Customer Onboarding
The Customer Onboarding page provides visibility into all invited customers and their onboarding status.
From this screen, vendors can:
View customer company name and primary contact email.
See customer rank and account status.
Track when the customer was created.
Search and filter customers by ranking, status, or date.
This page serves as the central hub for managing customer access.
Adding a New Customer
Vendors can invite a new customer by selecting + Add Customer from the Customer Onboarding page.
To add a customer:
Enter the customer’s company name.
Enter the primary customer email address.
(Optional) Add a phone number.
Assign a customer ranking.
Choose how you want to proceed with onboarding.
Save vs. Save and Invite
When adding a customer, vendors can choose between two options:
Save
Saves the customer record in Parts Portal.
Does not send an onboarding invitation.
Useful when preparing customer data or adding customers before they are ready to access the portal.
Save and Invite
Saves the customer record.
Immediately sends an onboarding email invitation to the customer.
Use this option when the customer is ready to begin using Parts Portal.
Once Save and Invite is selected, the customer receives an email invitation to join Parts Portal.
Initial Customer Contact
Vendors can only invite the initial customer contact.
After onboarding, the initial contact is responsible for:
Managing their company profile
Inviting additional users from their organization
This ensures customer-managed access control.
Customer Email Restrictions
Customer email addresses are tied to their Parts Portal login and cannot be edited by either the vendor or the customer.
Note: If an email address needs to be changed, the customer must contact: [email protected].
Best Practice: Prepare Parts Before Inviting Customers
For the best customer experience, vendors should have the customer’s previously quoted or ordered parts ready before sending an invitation.
This allows customers to immediately view parts, submit RFQs, and begin using Parts Portal without delay.
Automatic Account Creation (Customer Self-Setup)
When a customer accepts the invitation:
A Parts Portal account is automatically created
No manual setup is required by the vendor
Customers complete their own user and account management
This self-setup process ensures fast onboarding while minimizing vendor administration.