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Contacts

This view of the contact provides an extra administrative layer to the Contacts View that is available to platform users.

These two views share these same options.

  • Add contacts.
  • Archive contacts.
  • Update contact records.

Customer Portal Access

Unique to the contact view in Configuration is the ability to manage contact access to the Customer Portal.

Contact Access Options

  • Associate to Portal. Associate the selected contact records to the Customer Portal. This is required for the contact to login to the customer portal.
  • Set Login ID. Set a unique ID that the contact will use to login to the customer portal. To login to the Customer Portal, the contact must have a Login ID. Once a contact has been provided a Login ID, the email address that is specified on their contact record can also be used to login. When adding a Login ID, it will validate that it is unique against existing Login IDs and Email Addresses of all contacts.
  • Set Password. This includes an option to generate a random password. Passwords should be communicated securely to the contacts. Alternatively, the contact can use the Forgot Password option on the Customer Portal login screen.
  • Set Two-factor Authentication. Each contact can be set to use either email or the Microsoft Authenticator app for two-factor authentication.

Tip

These actions can also be done from the Customize Customer Portal page.

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