How to inactivate users
- Please navigate to the Users tab in Portal 3.0 and switch their status to ‘Inactive’.
Note: Account and Billing admins will continue receiving reconciliation emails even when their user is inactive. To avoid this, change their role to Standard or Reporting before setting the user to 'Inactive'.
Updating the user's email address
- The email address field is greyed out after a user profile is created. If there is a misspelling or any need to update it, internal users will need to delete and recreate the user profile in Portal 3.0.
Note: If the user record has several accounts tied to their profile, internal users can recreate the user and log a ticket to the Product Support team with the list of accounts that should be reassigned.
How do I masquerade in Portal 3.0?
- Go to Admin, search for the user and click on the Log In as User button at the top-right of the user record.
Note: If you see the Resend Activation Link button, this means this client has not completed their first login. Refer to the article Troubleshooting User Access Issues.
How can customers contact us via portal methods?
- At the bottom left side, the customer will find the '?' widget. By clicking on it, they will see the option "Contact Us". This will open the "Send us a message" form. Customers must add the subject, description and submit. This will create a case in SFDC assigned to the correct CSM/POD.