- Overview
- Account Settings
- Assets
- Connectors Framework
- Customer Portal
- Customers
- Dashboards
- Devices
- Dispatching
- Forms
- Inventory
- Invoices & Billing
- Locations
- Payments
- Parts
- Projects
- Quotes
- Recurrent Routes
- Recurrent Services
- Reports
- Sales Orders
- Schedule
- Services
- Tasks
- Text Messaging
- Time Tracking
- Users
- Work Orders
This section will highlight how to successfully navigate to the Account page through the Customer Portal. The Account page will allow your customers to view their customer portal account details and change their customer portal password.
You can access the Account page by clicking on the "Account" drop-down from the Account feature in the customer portal menu:
On the Account page, the customer will be able to view their customer portal account details:
These details include:
Their name
Their phone number
Their alternate phone number
Their Employee ID
The name of their company
The date that their customer
Their email address
Their fax number
And their individual access PIN (customer portal password)
Account Password
To update the customer's password, the customer should click on the Change PIN button. They will then be redirected to the Customer Portal: Edit Account Info page:
On this page, the customer should enter the new PIN number and then once satisfied, click the Save button.
If you have any questions or need further assistance, please let us know. We'd be happy to help!