Send Customer Portal Log-in Credentials
Locate Customer Credentials
Overview Video
Step by Step
STEP 1: Access the Customer Feature
- Access the Customer feature tab from your web application:
STEP 2: Access the View Customer Pop-up Window
- Click on the desired customer to access the View Customer pop-up window:
STEP 3: Click on the Contacts Tab
- In the View Customer pop-up window, click on the "Contacts" tab; the required password (PIN) will be located under the "PIN" column and the log-in ID will be the phone number of the customer.
- Please note that each individual contact under the "Contacts" tab will have their own individual password (PIN) to access the Customer Portal:
Send Customer Credentials
Overview Video
Step by Step
STEP 1: Access the Customer Feature
- Access the Customer feature tab from your web application:
STEP 2: Access the Drop-Down Menu
- Right-click on the desired customer or click on the Individual Actions button; from the drop-down menu, select the "Send Customer Portal Credentials" option. The Send Customer Portal Credentials pop-up window will then appear:
STEP 3: Edit the Message
- In the Send Customer Portal Credentials pop-up window, enter the email address and subject; you can also edit the message itself. Once you are satisfied with your updates, click the Send button.
- The default message will include a link to the customer portal, the log-in ID for the customer (phone number), and the password (PIN) for the customer:
