Save and use a supplier's trade portal login

Many suppliers have a trade website. Keep the login on the supplier's contact so your team can find it.

Before you start

• The contact must be a Supplier.
• To change the login or reveal the password, you need permission to edit clients.

Change the login

1. Open the supplier from CRM > Contacts.
2. In Trade portal, click the pencil.
3. Edit Login URL and Username.
4. To change the password, type the new one in Replace password. Leave it untouched to keep the current one.
5. Click Save.

Use the login

1. In Trade portal, click Login URL to open the supplier's site in a new tab.
2. Click the copy icon beside Username.
3. Click the eye icon beside Password to show it, then the copy icon to copy it. Click the eye again to hide it.

Good to know

• If you type in Replace password and then clear it, saving removes the stored password.
• A replaced or cleared password can't be recovered.
• Use a login made for your studio, not anyone's personal password. Anyone who can view contacts may be able to reach it, so treat it as shared.