Apptivo provides the ability to add third-party customers to specific apps, so they can log in and view the progress of the case details using their own account. You can add the case details, customer information, and other information in the Apptivo accounts. The changes can be viewed by the accessed contacts through their customer portal. In addition, you can change or remove the email id of the contacts(if in case of change). They can log in through the new email id added.
Let's Consider, Mr.Justin Foley, our customer had changed the email id. He wants to change his old email id for the Customer Portal. Now, Manager Miss. Hannah Baker is changing the email id of her customer for Customer Portal. Please follow the steps to change or remove the email id.
Steps to follow
- Login and access the Contacts app from the Universal Menu.
- Select the contact whose email id needs to be changed.
- In the Contact Overview page, scroll down to the view the Contact Information.
- Click on the edit icon will appear when you hover over the email id.
- Change the email address as requested.
- Then, click on the save.
- While changing the email address, you will get the pop-up Warning. Click on the Yes and save the new email id.
- Contact will get updated with the new email address.
- Once the email id is changed, you can view the Enable Login button.
- By Enable Login, the customer will receive the invitation to accept email to the newly added email id.
- By accepting the email, you will be redirected to the Sign-up page.
- Enter the new password and click on the Sign-Up button.
- Once the contact user signs up with the new email id, they can view all the old cases that are created for them.
