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| − | {{DISPLAYTITLE:End User Portal}}
| + | =This Content Has Moved House= |
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| − | = Overview =
| + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
| − | This page provides the ability to manage the end user's access to the [[End_User_Portal_and_Customer_Sign_Up_Portal|End User Portal]]. | |
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| − | == Create New or Configure Existing End User Portal User ==
| + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home. |
| − | To access this screen:
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| − | Nav: '''Customer > List'''
| + | [https://resources.emersion.com/display/EKB/Granting+Access+to+the+End+User+Portal Take me to the Emersion Knowledge Base article] |
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| − | # Click on the ID of a customer to open the customer record.
| + | [[file:new_home_sm.jpg|900px]] |
| − | # Click on the '''Portal''' tab.
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| − | # Click on the '''Configure Access''' button
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| − | # Select the '''User Portal access enabled''' checkbox
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| − | # Enter a username
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| − | ## Support username characters: <pre style="display:inline;border: 0; background-color: transparent;">A-Za-z0-9_.@</pre> and minimum of 2 characters
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| − | ## A username may take the form ''myemail@address.com'' or simply ''peterpan001''. Some customers choose to use the Emersion account ID (eg. ''1234567'').
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| − | ## '''Note:''' End users are not required to enter the default RSP realm when logging in to the End User Portal
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| − | # Click on the '''Check Username''' button to ensure the username is available for use.
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| − | # Enter a suitable and secure password. Minimum 6 characters
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| − | [[File: Customer-portal.png|800px]] | |
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| − | == Reset Login Attempts (for locked accounts) ==
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| − | To view the customer login count and reset it:
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| − | # Enter a customer account
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| − | # Click on the '''Portal''' tab.
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| − | # If the password has been entered too many times, the end user portal account will be locked out for security reasons and will require a staff member to reset it
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| − | # Click '''Reset Login Attempt''' (''you may be familiar with a similar function available for regular Cumulus users via <span style="text-decoration:underline;">Admin > Staff</span>'')
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| − | [[File:Customer-portal-2.png]]
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| − | == Multiple Portal Usernames ==
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| − | Some customers may have had multiple end user portals configured by Emersion. This can be seen on the <span style="text-decoration:underline;">Admin > Settings >End User Portal</span>'' as represented by more than 1 row.
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| − | [[File:Customer-portal-3.png|800px]]
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| − | * The login prefix for each portal will be configured to match your existing "cumulus user realm" (the bit after the @ symbol in a staff member's username)
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| − | * You may create end user portal username's in whatever format you require, as mentioned above
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| − | * As your end users are NOT required to enter the default ''cumulus user realm'' when logging in, we recommend to simply create usernames in a format of your choosing and simply do not mention anything about the "login suffix".
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| − | * You may wish to use the customers primary email address (eg. ''email@address.com''), or the Emersion Account Number (eg. ''1234567'')
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This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
