Customer Portal Login Guide

This article will outline how your customers will login to their Customer Portal for the first time.

  1. Your customers will receive the invitation below. The email address the invitation is sent to will be their username. To access their Customer Portal they must first click on the green “Get Started” button.

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For instructions on inviting your customers see the article: Setting Up the Customer Portal

2. Next they will be prompted to login. Since it is their first time logging in they must reset their password. They can do this by clicking “Forgot Password”

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3. A Reset Password email will be sent. They must click “Click here to reset your password”

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4. Next they must create a password that meets our requirements.

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Once they do they will see the following message:

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5. After clicking “Sign In” they will be brought back to the login page. Their account is setup and they can now sign into their Customer Portal.

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