Profile Setup

When a customer initially visits the Portal, they have two options:

1. Login if they have an account.
2. Get Started if they do not have an account or forgot their password.

To log in, a user must enter their username and password and click the 'Login' button.

They have an option to select 'Remember Me' if they want their credentials to be remembered for a future login attempt.

To set up a new profile, the customer needs to click 'Get Started'.

Then enter their e-mail address and continue with the profile setup.

If they have entered an email that already exists in the system, they will be prompted to reset their password instead of setting up a new profile.

If the entered email is unique, they can click the 'Profile Setup' button to continue.

Then they will be presented with a page where they can enter their name, e-mail address, and password.

Once they fill out their information, they can click 'Continue' to proceed with the setup process.

Note: the fields marked as optional will not be required.

Now the customer needs to agree to terms and conditions and click 'Continue'.

Note: Terms and Conditions text can be set up by following steps in the article Create or Edit Page Text.

The next page requests the customer to provide phone numbers. At least 1 phone number is required, but customers can choose whether to provide their Home, Cell, or Business Phone.

Next, the customer will need to provide their Mailing Address information. The required fields are City, State/Province, Zip/Postal Code, and Country.

Last is Billing Address Information, which can be set to the Same As Mailing Address, or entered fresh if it's a different address.

If there are no other custom questions configured, the profile setup completes at this stage and the customer now can log in to the portal.

If additional information is collected, additional pages can be setup using the Profile Update Form functionality as described in this article: Where to Use Forms