Customers have an ability to setup a profile where they can see and manage their demographic and application information, view and pay their orders, and register for events.
Portal Home Page
When a customer initially visits Portal, they have several options:
- Login if they have an account.
- Get Started if they do not have an account or forgot their password.
Login
To login, a user must enter their username and password and click 'Login' button.
They have an option to select 'Remember Me' if they want their credentials to be remembered for a future login attempt.
Get Started
To setup 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 '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 customer needs to agree to terms and conditions and click 'Continue'.
Note, Terms and Conditions text can be setup by following steps in the following article: Create or Edit Page Text.
The next page requests the customer to provide phone numbers.
Primary Address Information.
And Secondary Address Information.
If there are no other custom questions configured, the profile setup completes at this stage and the customer now can login to the portal.
If additional information is collected, additional pages can be setup using Profile Update Form functionality as described in this article: Where to Use Forms