Get Your Customer Logged In

Previous Lesson: Assign a Customer Login Role to a Contact

 

Once you have assigned a customer login role to a customer contact, this contact will then (provided you have entered a valid email address) receive an email inviting him to access the customer login portal.

The Message will look something like this:

CustomerLogin.jpg

 

 Your Customer will need to log in by clicking the link circled in the image above.

Using the details provided in the email, your customer can now log in to the portal.

CustomerLogin2.jpg

 

Once in, it is recommended that he change his password to something more memorable. 

To do this go to Profile:

 CustomerLogin3.jpg

 

He will then be provided the option to save a new password.

 

CustomerLogin4.jpg

 

Provided your the role to which this customer has been assigned allows him to update the customer details, he will be able to change the customer details on the main page.

Simply edit and press Save.

 CustomerLogin5.jpg

 

Your Customer is now set up and ready to use the portal.

 

 

Next Lesson: Customer Login: Add a Tenant

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