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Navigating the Customer Portal

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Estimated reading: 1 minute 75 views Contributors
  1. Customer name: After going to another screen, such as clicking View All, click the name to return to this top-level portal screen.
  2. Password Reset: Sends a password reset email to the customer’s email. Visible when the customer is enabled as a portal user.
  3. Privacy Settings: Opens a Communications Settings page where the customer can set marketing preferences. Visible when Privacy Settings – Manage is turned on.
  1. Sign Out: Logs out the customer and returns to the Sign In screen.
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