Creating a Customer Portal user

1. On the Customer Portal Users page, click Create.

2. Type the username in User Name.

3. Type the user's first name in First Name.

4. Type the user's last name in Last Name.

5. (Optional) Clear the Enabled checkbox to disable the user.

6. (Optional) Select the Locked checkbox to prohibit the user from editing their own information in the Customer Portal.

7. Type the user's email address in Email.

   Important! Email addresses must be unique for each Customer Portal user account.

8. (Optional) Select the Email Notifications Enabled checkbox to enable email notifications for the user.

9. If secret questions are required, select a secret question for password recovery from the Secret Question menu.

   Tip: For more information on modifying the available secret questions, see Security Settings.

10. If secret questions are required, type the secret question answer in Secret Question Answer.

11. (Optional) Select the Text Notification Enabled checkbox to enable text message notifications for the user.

12. Select the user's cellular provider from the Text Messaging Provider menu.

13. Type the user's cell phone number in Cell Phone Number.

14. Click Add to add an account for the user.

    1. Type the account number in Account Number.

       

    2. Click Search.

    3. Click Update.

15. Click Update.