How to set up a Portal User

Overview

In order for your Customer to log into the Customer Portal, they need to be given access to their Customer and some login credentials.

How to set up a Portal User

1. Head to [Settings], [User], [Portal Users]

2. Select [Create New Portal User]

3. Fill in the details in the [Details] tab as required and select [Save Portal User Details]

4. Select the [Customers] tab and give the user access to their Customer. Please note that this will give the user access to all Properties within that Customer

5. Select the [Log In] tab and [Allow Login]. The username will be the email address select [Save]

6. Select [Reset Password] and select the invite option and select [Reset]. The user will be sent an email to set their password and then they will be directed to the Portal to log in.

7. Select the [Roles] tab and select [Portal User - Full Access]