Contents
How to configure a contact for a portal?
To configure a contact for portals by using local authentication, follow these instructions: Enter a username. On the command ribbon, go to More Commands > Change Password. Complete the change password workflow, and the necessary fields will be automatically configured. When you have done this, your contact will be configured for your portals.
Can a customer portal user edit their own contact?
However, the User record does have some fields in common with Contact and Account, and with a quick bit of Apex, you can make it such that when the portal user updates his information, that gets reflected in his Contact or Account record as well. To allow portal users to see the My Profile link, go to Setup->Home->Home PageLayouts.
How to add customer portal to home page?
Make a separate home page layout for your Customer Portal (if youhaven’t already done so) and add the Customer Portal Welcome componentto the top of it. That will render a little area in the sidebar with a My Profilelink (which will allow them to edit their user information) and aLogout link.
How to change password for portal Power Apps?
Select Task Flow on the toolbar at the top. Select the Change password for portal contact task flow. In the Change password for portal contact pane, select or create a contact to change the password, and then select Next.
How to change the password on a portal?
Open the Portal Management app. Go to Portals > Contacts, and open the contact for which you want to change the password. Alternately, you can also open the Contacts page from the Share pane. Select Task Flow on the toolbar at the top. Select the Change password for portal contact task flow.
How to use the customer portal user guide?
Overview Welcome to the Customer Portal User Guide. This document is a functional reference on how to use the Customer Portal. Features available on the Customer Portal include Access 24 x 7 to electronic support Create initial Cases including emergency service issues Attach supporting documentation or files to Cases
How do I change the name of my account?
To change the account name or to designate a new main contact: In the lower right corner, click your account icon and then and click Plan Info or Plan & Billing Info Next to Account Name, click the underlined account name. The Edit Account Profile form appears. Enter your changes and click Save .