Account Management/Customer Screen/Portal

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

1. Click on the ID of a customer to open the customer record.
2. Click on the Portal tab.
3. Click on the Configure Access button
4. Select the User Portal access enabled checkbox
5. Enter a username
   1. Support username characters:

      A-Za-z0-9_.@

      and minimum of 2 characters
   2. A username may take the form myemail@address.com or simply peterpan001. Some customers choose to use the Emersion account ID (eg. 1234567).
   3. Note: End users are not required to enter the default RSP realm when logging in to the End User Portal
6. Click on the Check Username button to ensure the username is available for use.
7. Enter a suitable and secure password. Minimum 6 characters

Reset Login Attempts (for locked accounts)

To view the customer login count and reset it:

1. Enter a customer account
2. Click on the Portal tab.
3. 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
4. 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)