Customer settings

As a user with the role of customer administrator, you have access to the “Customer settings” area in the portal. This role is assigned to one or more users in your company during onboarding.

In the Customer Settings area, you can:

1. Configure the returns portal
2. Create and edit process settings and API access
3. Manage additional users and create new users.

To access the settings, click on “Customer Settings” in the main navigation bar on the left.
 

1. The returns portal

Exporto will activate the returns portal upon request. Once activated, you can manage and configure the area yourself. You decide in which markets the returns portal should be active and thus make it available to your end customers in a targeted manner.

By clicking on “Returns portal” in the Processes area, you will be taken directly to the administration area, where you can configure all settings.

2. Process settings

If you have connected exporto partially or completely via the API interface, you can manage your accesses. You can create new API users (username + password) for the valid areas of application, as well as edit or delete existing tokens.

The following steps explain how you can independently create an API user (username + password) in the portal in order to use our interface:

2.1. Before you can take action yourself, you will receive your portal access data!

2.2. Log in with the access data you have received and then select the market or process for which you want to create an API user under the Customer Settings tab. To do this, simply select Process Settings.

2.3. In the API token section, you can now select Create new token.

2.4. A window will now open for creating the API user.

You assign:

• Validity date (optional)
• Note (optional)
• Scopes (permissions)
   

This data must be saved immediately, as the password will no longer be visible later.

You can then configure your connection to the exporto API by creating a token with the access data.

3. User settings 

All users for the exporto portal from your company are displayed here. You can create additional users or edit or delete existing users.

1. Create new user

Click on “+ Create user.”

2. Edit existing user and generate new password

Click on the pencil icon next to the user.

3. Delete user

Select the relevant user and click on the trash can icon to remove their access.