Setting Up a Portal User

Topic:

Setting Up a Portal User

Learn how to create a contact and give them access to the customer portal.

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

Our customer portal is a great tool that provides visibility of contracts, consumption and activities for your customers. To create a brand new customer contact with portal access:

  1. In the top menu bar click ‘Customers’
  2. Search for the customer you wish to create a portal login for
  3. Click their name under the ‘Customer’ column
  4. [From the left hand side menu] Click Contacts & Users
  5. Click + Add User
  6. Tick the ‘Platform User’ box

    The following fields are required:
    • First Name
    • Last Name
    • E-mail (this will be their user login to the portal)?
    • Password (this will be the password they use to log in to the portal)
    • Ensure “Active?” checkbox is ticked (at the bottom of the page)
    • Ensure the “Customer Portal Access?” checkbox is ticked (at the bottom of the page)
  7. Click ‘save’
  8. This will take you back to the contacts screen. Select ‘go’ under actions on the right and click ‘send login details’. This will email the customer with the login details for the portal and you will then need to share the password with them securely.