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The Portal Users page lets you manage which customers can log into the WorkSuite customer portal. From here you can create new portal accounts, view login history, reset passwords, and deactivate access. Go to FULFILL™ → Portal → Users in the sidebar. The page displays all portal users in a searchable, sortable grid showing each user’s name, email, associated customer, status, and last login date.

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Creating a Portal User

1

Click Add User

Click the Add User button in the ribbon.
2

Fill in the form

Enter the user’s details:
  • User Type — choose Customer User to create an account tied to a specific customer, or your organization’s internal user type for internal accounts
  • First Name and Last Name
  • Email Address — used as the login username
  • Customer — the customer account this user belongs to (only shown when User Type is Customer User)
3

Save

Click Save. WorkSuite creates the account and navigates to the new user’s detail page. The user receives an invitation email with instructions to set their password.

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Managing a Portal User

Click any row in the Portal Users grid to open the user’s detail page. The page has three tabs:

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User Info

View and edit the user’s profile, including their name, email, associated customer, and role. From this tab you can also:
  • Reset password — Sends the user a password reset email
  • Resend invitation — Resends the original invitation email if the user hasn’t accepted it yet
  • Deactivate user — Removes portal access without deleting the account. Deactivated users cannot log in.

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Login History

A chronological list of the user’s login activity, including timestamps and any failed attempts. Use this tab to verify that a user has successfully accessed the portal or to investigate access issues.

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Recent Orders

A list of the orders placed by this user through the portal. Click an order to open it in the FULFILL™ orders view.

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Importing Portal Users via CSV

You can create multiple portal users at once by importing a CSV file.

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CSV Format

The import file requires these columns:
ColumnRequiredDescription
FirstNameYesUser’s first name
LastNameYesUser’s last name
EmailYesLogin email address
UserTypeYesType of user — see below
CustomerConditionalRequired when UserType is Customer

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UserType Values

The UserType column accepts three values (all case-insensitive):
  • Customer — creates a customer user. The Customer column must also be filled in.
  • Your tenant name — creates an internal user for your organization. Use the exact name shown in the Add User dropdown (e.g., Acme Nursery).
  • Your tenant ID — an alternative to the tenant name; use your organization’s tenant ID if the name is not available.
An in-page tooltip on the import screen shows the accepted tenant name and tenant ID for your organization.

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Running the Import

1

Download the template

On the Portal Users page, open the import option and download the CSV template. The template includes your tenant’s accepted values in a comment row.
2

Fill in the CSV

Add one row per user. Set UserType to Customer, your tenant name, or your tenant ID for each row.
3

Upload and validate

Upload the completed file. WorkSuite validates each row and shows any errors — such as unrecognized UserType values or missing Customer entries — before importing.
4

Review and confirm

Review the validation summary showing how many tenant users and customer users will be created, then confirm to complete the import.
If a row contains an unrecognized UserType value, the error message will include your tenant name and tenant ID so you can correct the file.

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Deactivating Portal Access

To remove a user’s portal access:
  1. Open the user’s detail page
  2. Go to the User Info tab
  3. Click Deactivate
Deactivated users are shown with a greyed-out status in the Portal Users grid. Their account history is preserved — you can reactivate them later if needed.
Deactivating a user immediately prevents them from logging into the portal. Active sessions are ended. Do this before offboarding a contact who should no longer have access.

Customers

Manage the customer accounts portal users are assigned to

Orders

View and manage orders placed through the portal