The Portal Account of a user is made unique in the system by assigning a Portal Account number to the portal user. The payment links will work effectively even if duplicate Main/Billing emails exist in the system.
The approval process can also be enabled for validating portal customers when signing up through the presentation link.
The process in Brief:
- New customers can only sign up through the invitation link or the presentation link.
- Portal Invitation emails can only be sent to customers with the “Is Portal User flag” checked.
- In the Portal User Centre, added a new column “Account#” (this Field will now be updated with the Account id and not email).
- The Portal Account# in the portal user Centre and the customer portal tab will be auto-generated (same as customer number) when the “Is Portal user” flag is checked on the customer.
- The new Portal Invitation Template includes an invitation code. This code will be required for the portal login process of the new customers.
- Two workflows for signing up new customers: Through invitation link and through presentation link.
For Invitation link – User needs to receive the invitation code in order to sign up (The approval process for Sign-up is not applicable in the invitation process).
Please Note: When using the Invitation Link;
- The login email can be edited while logging into the Portal Account.
- New Customers will not get created even if the main email is not used while logging into the Portal Account. The email will get linked to the existing Customer.
For Presentation link – User can create a new single/multi-User account. No invitation code is required. If the Approval Process is enabled through the App Config, then the user needs to be approved by the admin before the account is activated.
Please Note: When using the Presentation Link;
- If the existing email (Main Email) is used for login/sign up the system will update the Customer as a Portal user.
- On the other hand, if the email provided for portal login doesn’t match with the Main Email of any Customer, a new Customer will get created in the system with the details provided.
Also, here you can use the Approval process.
- Create a Customer or edit an existing Customer.
- Go to the Portal tab and check the “Is Portal user” checkbox.
- Save/Update the Customer, the “Portal Account number will be assigned automatically.
- This “Account Number will also reflect in the “Portal User Centre”.
- Now, send the Portal Invitation from the Customer module/ Customer Portal Invitations module.
- The Invite Status can be checked from the Portal User Centre.
- The Invitation Email will contain an Invitation Code. This Invitation Code is a unique Key required for the Portal Signup Process through Invitation.
- The login email can be edited while logging into the Portal Account.
- New Customers will not get created even if the main email is not used while logging into the Portal Account.
- This completes the Portal User Signup process.
- After completion of the User Signup, the Portal Status will be Activated and can be confirmed from the “Customer Portal Invitations” module.
- The Portal User Centre:
- The Portal Email can be updated from the Portal Account.
- Login to the Customer Portal and navigate to the Customer Info page
- Here click on the Account Email “Edit” option.
- A popup will open to change the Email.
- The User will receive a Confirmation Email to verify the Email Change Request.
After verification, the Portal Email will be updated.
While using the Presentation link for the Portal Login, the Portal signup Authorisation process can be used if required. The Authorisation process allows only the approved portal users to sign up in the application.
Please Note:
- If the existing email (Main Email) is used for login/sign up the system will update the Customer as a Portal user.
- On the other hand, if the email provided for portal login doesn’t match with the Main Email of any Customer, a new Customer will get created in the system with the details provided.
How does it work?
- In the App config module under the B2B tab, find the setting “Use Portal signup authorization“.
- By allowing this, a notification will be sent to the portal signup approver, to approve the portal signup.
- “Portal signup approver email(s)” in the App Config defines the email of the approver to whom the notification will be sent. When a user signs up or registers for the B2B presentation, the system will send a notification to the approver for signup approval.
Validating the new Portal Account
- On the Sign-up page, fill in the details; Email and Password.
- The pop-up message asking for validating the email through a link emailed will appear.
- Verify the Email.
- After validating the Email, a request is sent to the approver’s email that is set in the App Config.
- This is how the Approver receives the email.
- After approval, the requester (portal user) receives another email confirming the sign-up.
