Difference between revisions of "Account Management/Customer Screen/Portal"
From Emersion
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m (added content regarding multiple user portal settings) |
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{{DISPLAYTITLE:End User Portal}} | {{DISPLAYTITLE:End User Portal}} | ||
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= Overview = | = Overview = | ||
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]]. | 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]]. | ||
| + | == Create New or Configure Existing End User Portal User == | ||
To access this screen: | To access this screen: | ||
| Line 18: | Line 20: | ||
# Enter a suitable and secure password. Minimum 6 characters | # Enter a suitable and secure password. Minimum 6 characters | ||
| − | [[File: Customer-portal.png| | + | [[File: Customer-portal.png|800px]] |
| + | |||
| + | == Reset Login Attempts (for locked accounts) == | ||
To view the customer login count and reset it: | To view the customer login count and reset it: | ||
| Line 27: | Line 31: | ||
# 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>'') | # 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>'') | ||
| − | [[File:Customer-portal-2.png| | + | [[File:Customer-portal-2.png]] |
| + | |||
| + | == Multiple Portal Usernames == | ||
| + | |||
| + | 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. | ||
| + | |||
| + | [[File:Customer-portal-3.png|800px]] | ||
| + | |||
| + | * 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) | ||
| + | * You may create end user portal username's in whatever format you require, as mentioned above | ||
| + | * 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". | ||
| + | * You may wish to use the customers primary email address (eg. ''email@address.com''), or the Emersion Account Number (eg. ''1234567'') | ||
Revision as of 18:03, 14 July 2017
Contents
[hide]Overview
This page provides the ability to manage the end user's access to the End User Portal.
Create New or Configure Existing End User Portal User
To access this screen:
Nav: Customer > List
- Click on the ID of a customer to open the customer record.
- Click on the Portal tab.
- Click on the Configure Access button
- Select the User Portal access enabled checkbox
- Enter a username
- Support username characters:
A-Za-z0-9_.@
and minimum of 2 characters - A username may take the form myemail@address.com or simply peterpan001. Some customers choose to use the Emersion account ID (eg. 1234567).
- Note: End users are not required to enter the default RSP realm when logging in to the End User Portal
- Support username characters:
- Click on the Check Username button to ensure the username is available for use.
- Enter a suitable and secure password. Minimum 6 characters
Reset Login Attempts (for locked accounts)
To view the customer login count and reset it:
- Enter a customer account
- Click on the Portal tab.
- 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
- Click Reset Login Attempt (you may be familiar with a similar function available for regular Cumulus users via Admin > Staff)
Multiple Portal Usernames
Some customers may have had multiple end user portals configured by Emersion. This can be seen on the Admin > Settings >End User Portal as represented by more than 1 row.
- 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)
- You may create end user portal username's in whatever format you require, as mentioned above
- 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".
- You may wish to use the customers primary email address (eg. email@address.com), or the Emersion Account Number (eg. 1234567)
