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Relating a Username to their specific Account Details

Question asked by AbrahamHayek on Jan 7, 2015
Latest reply on Jan 10, 2015 by philmodjunk

Title

Relating a Username to their specific Account Details

Post

Hello, quick summary of my setup, I'm having my customers be required to login into web direct in order to see a specific form in which they place their orders and submit.  Right now anyone who calls us, we set them up with a username and password to login into the web direct portal.  I want to add a feature that allows these users to be able to see their account details and their past orders.

I figured out how to relate projects/orders to a specific contact in the database, but I do not see how I can relate a username that I setup in File > Manage > Security to their specific contact details.

Any help is appreciated!

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