To customize Customer Portal, perform the following steps.

1.       Log into the MET/TEAM application as a user that belongs to the Administrator Group.

2.       You can either use the group “Customer Portal” that exists in MET/TEAM or create your own Customer Portal group.

a.       To create a group:

                                                               i.      Select the Groups menu option from the Configure menu.

                                                             ii.      On the Find screen, select the “+” button to display the New Security Group screen.

                                                           iii.      Type in a Group Name (i.e. My Portal Group)

                                                           iv.      Select the Save button.

                                                             v.      Select the Close button to exit the Edit Group screen.

3.       Create or edit a User for each for Customer Portal.

4.       Associate the new Group or the standard “Customer Portal” Group to the User.

5.       Create a Contact and associate it to the corresponding User.

6.       For all fields or checkboxes that need to be secured, right click on a field label or checkbox text and select the Edit Control Security option.

7.       On the Edit Control Security screen check all Groups except for the Customer Portal group that you assigned to the User.

8.       Select the Save button.

You are now ready to login to Customer Portal. Login into the MET/TEAM Customer Portal as this User. Go to the screen with the secured fields and notice the field is not visible.

For complete details on Customizing the MET/TEAM User Interface, refer to the section “Customizing the User Interface”.