How does a customer get online access to the customer portal?
Created: 4/23/2024
Q: How does a customer get online access to the customer portal?
A: The customer portal needs to be enabled to give the customer online access. If this is not enabled, please contact service@unittrac.com. Once the customer portal is enabled - you have a couple of options:
Inviting an Individual Customer
The business may invite a customer to have online access by going to the customer's account and clicking on Actions > Reset Customer's Online Account. This can be done if you are giving the customer access for the first time or if you need to reset their username because their email address has changed.
Inviting Multiple Customers
New to the customer portal? You can invite multiple customers at once by going to Business > Settings > Customer Portal and click on "Configure & Send Invitations." From here, you may select which customers that you would like to invite.
Either way - an invitation email will be sent to the customer that includes a temporary password and instructions on how to get signed in. A copy of the invitation email will be sent to the business.