These functions are all available under the Actions button in the top right-hand corner of your screen.
Send Activation Email If you want to let your customer know that they can access the customer portal, you can send them an email by clicking on Send Activation Email
After you click on Send Activation Email, you will be asked to confirm that you want to perform this action. Click Yes to send the email and No to cancel.You will see a success message confirming that a new password and activation email has been sent to the customer.Lock Account If you would like to prevent a customer from being able to access the customer portal, you can lock their account. Click on Lock Account from the Actions menu.Click Yes to confirm you want to lock the account or No to cancel the action.You will see a confirmation message that the customer account has been locked.Reset Password and Unlock If a customer needs to reset their password or you want to unlock their account, click on Reset Password and Unlock from the Actions menu.
Click Yes to confirm you want to lock the account or No to cancel the action.You will see a confirmation message confirming the customer's account has been successfully unlocked and a new password email has been sent to them.
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