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Create Customer Portal Accounts

To set up your customer portal accounts, you need to define each customer's login name, password, home directory, and an optional message that appears on the customer's portal page. Note: The customer portal feature is not available on the PacketShaper 1200 or 1400 Lite models.


Note: To perform this task from PolicyCenter, you must first select a configuration from the Editing Configuration drop-down list at the top of the page.

To add a customer:

1. Click the setup tab.

2. From the Choose Setup Page list, choose customer portal administration. The Customer Portal screen appears.  show screen

3. Click add customer. The Add Customer page appears.  show screen

4. Enter the customer's information:

Field
Description
Name
The login name the customer will use; up to 32 characters long, use numbers, letters and underscores — spaces are not allowed
Password
The password for the customer account. If you are using RADIUS authentication, you do not specify a password here — you must enter user names and passwords in the RADIUS server. To set up RADIUS, see Configure RADIUS.
Confirm Password
Type the same password a second time
Directory
The name for the customer home directory to be created in the path 9.258/customer/, maximum 8 alphanumeric characters. If you want multiple customers to access the same portal page, specify the same directory name for all of these users (for example, 9.258/customer/master).
Message of the Day
Select System message to use the system-wide message or select Custom and then enter a text message, up to 128 characters. This custom message can be displayed on the customer home page. (See also Set a System-Wide Message.)

5. Click add customer.

Note: The Add Customer screen creates a home directory for each customer you configure, but these directories are initially empty. You must create an individual INDEX.HTM file and place it in the home directory of each customer. Or, if multiple customers will be accessing the same portal page, place the INDEX.HTM file in the master directory specified for these customers. See Design Customer Portal Pages.

See also:

Edit Customer Information

PacketGuide™ for PacketWise® 8.1