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    Company Corporate Portal Access

    Setup access to the Corporate Portal for a Company in RMS.

    Decision Tree

    A Company can be provided a login for the Corporate Portal to manage and create their own reservations in RMS.

    • Information
    • Setup
    • Add Button

    Information

    A Company can be provided a login for the Corporate Portal to manage and create their own reservations in RMS.

    A Company is a business that can be added and used in RMS for Reservations, Accounts Receivable and the Corporate Portal.

    The Corporate Portal enables properties to provide access to specific Companies or Travel Agents to manage their reservations.



    Visit the Corporate Portal setup to customise the features a Company can access.



    Users will require Security Profile access to use this feature.



    • Setup
    • Add Button

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Company in RMS.
    2. Select the 'Edit' icon on an existing Company.
    3. Navigate to the 'Portals' tab.
    4. Enter an Online Password.
    5. Optional: Select the checkbox to allow Pencil Reservations in the Corporate Portal for this Company.
    6. Save/Exit.



    An email address must be stored on the Company Details for accessing the Corporate Portal.



    • Guide
    • Add Button

    Guide

    Go to Setup > Company in RMS.

    Select the   'Edit' icon on an existing Company.

    Navigate to the 'Portals' tab.

    Enter an Online Password.

    Optional: Select the checkbox to allow Pencil Reservations in the Corporate Portal for this Company.

    Select 'Save/Exit' to store the changes made and leave the setup.

    Provide the Corporate Portal url and password to this Company to enable their access.

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Company in RMS.
    2. Select the 'Edit' icon on an existing Company.
    3. Navigate to the 'Portals' tab.
    4. Enter an Online Password.
    5. Optional: Select the checkbox to allow Pencil Reservations in the Corporate Portal for this Company.
    6. Save/Exit.



    An email address must be stored on the Company Details for accessing the Corporate Portal.



    • Guide
    • Add Button

    Guide

    Go to Setup > Company in RMS.

    Select the   'Edit' icon on an existing Company.

    Navigate to the 'Portals' tab.

    Enter an Online Password.

    Optional: Select the checkbox to allow Pencil Reservations in the Corporate Portal for this Company.

    Select 'Save/Exit' to store the changes made and leave the setup.

    Provide the Corporate Portal url and password to this Company to enable their access.


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