Online Portals

Online Portals - Assume Identity
Online Portals - Assume Identity To Launch a Portal Step     Action   1.       Select {Settings} and then select {Online Configuration} under Online O...
Thu, 25 Oct, 2018 at 11:13 AM
Online Portals - Viewing an Online Portal
Online Portals - Viewing an Online Portal Note: All screenshots are samples from a default portal. The portals can be fully customized to suit company n...
Thu, 6 Dec, 2018 at 10:02 AM
Online Portals - Registering for a Customer
Portals - Registering for a Customer A contact can register directly for their companies portal by adding their Customer ID to the portal registration u...
Thu, 6 Dec, 2018 at 10:02 AM
Online Portals - Password Reset
Online Portals - Password Reset Step    Action   1.      From Login page, select {Forgot?}. You will be transferred to the Need a new            pass...
Thu, 22 Nov, 2018 at 2:29 PM