Portal Users
Customers that are using the customer portal that has been linked to a company website.
Go to Customers, Portal users to veiw all portal users or go to a customer account, Settings, Portal.
Identify Customers That Have Pending Registration for Customer Portal
In Portal users, Filter, Status is pending_registration, click on Add.
Re-send Customer Confirmation
If status is Pending registration, click on View.
In Events, if Confirmation sent date/time is older than 24 hours you may click on Resend confirmation to resend a confirmation email allowing the customer to complete the portal registration process.
Lock / Unlock Users
Locking customer prevents customer from using the portal. Unlocking customer allows customer to user the portal.
Link Customer Account
User may Link additional customer account(s) to the account allowing a single user to make payments on these accounts in the portal.
Unlink Portal User from a Customer Account
Clicking on Unlink will unlink the portal user from the account.
Block Portal User from Linking to the Customer Account
While viewing portal user, click on Block linking to this Customer.