TROUBLESHOOTING PORTAL ACCESS

 

What is troubleshooting portal access?

 

The troubleshooting portal access helps the startup credit repair business admin address users’ concerns if they are having a hard time logging in to their client tracking portal.

 

But before you troubleshoot, make sure your customer is on active status.

 

If you want to give your customers access to the client tracking portal, you need to ensure that you set their status to active.

 

 

 

 

 

 

 

Once you set the status to active, your customer will automatically receive an email to set up their tracking portal.

 

 

 

 

 

 

 

What if your customer forgot their access to their client tracking portal or could not set up the portal link? No need to worry; there are numerous ways to troubleshoot if your customer forgot their portal access within your startup credit repair business.

 

 

To help your customer troubleshoot, you need to go to the customer’s screen.

There, you can use the status filter to look for your customer.

 

 

 

 

 

 

 

You can also use the search box to look for a specific customer. You can search for them using their name or email.

 

 

 

 

 

 

 

 

 

 

Once you pull up the customer information, go to the action column.

 

 

 

 

 

 

 

Then under the action column, click the edit icon.

 

 

 

 

 

 

 

Next, you will be routed to the edit customer’s info, where you can edit your current customer’s information.

 

 

 

 

 

 

Then in the edit customers info, go to the client portal quick access.

 

 

 

 

 

 

 

 

 

Click the dropdown menu to see the different ways to help your customer troubleshoot if they forgot their access to the client portal. We have “Send the client portal login link,” “Client creates their password,” “Resend the client portal welcome email,” and “Create your client’s password.”

 

 

 

 

 

 

 

 

 

 

 

 

Send client portal login link

-If your customer forgot the link to log in to the client tracking portal, simply select the send client portal login link.

 

 

 

 

 

 

Your customer will receive the link to the client tracking portal link.

 

 

 

 

 

 

 

The client creates their password

-If your customer forgot their password, you can click the client creates their password to create a new password.

 

 

 

 

 

Then your customer will receive an email to set up a new password.

 

 

Resend Client Portal Welcome Email

-If your customer could not set up their client tracking portal upon receiving the welcome email when you set their status to active, you can resend the client portal welcome email to set up their account.

 

 

Then your customer will be able to receive the welcome email again for the client tracking portal so they can set up their account now.

 

Create your client’s password

-If you want to create a password for your customers, click the create your client’s password.

 

 

Then a popup box will show where you can generate random new passwords for your customer.

 

You can put the new password inside the text box. The same applies to the confirm password.

 

Then click the save and send email button.

 

Your customer will receive an email then for their updated password.

 

Make sure to know this troubleshooting process by heart. This way, you will be able to assist your customers immediately, just in case they need your assistance logging into their client tracking portal.