How to access a consumer account

Modified on Tue, 03 Nov 2020 at 11:59 AM

To access information on a particular consumer click on the Consumer Search button at the top of the page. (The word 'Consumer' may be different based on your settings). 

Note: There is a Consumer Search and a Web User Search. The differences are outlined below:

  • Consumer Search - Searches your collection system for an account or person. It will find anyone who is in your system. A Consumer account may or may not have setup Web Access.

  • Web User Search - Searches the users who have signed up for Website Access. This will be a subset of your accounts since not everyone signs up for access. Users are identified by their email address which acts as their username. A user may be linked to on or multiple Consumer Accounts.

If you do not see this option, then you do not have permission to search accounts. This can be changed by having your administrator add you to the Consumer Search permission group.

Enter the reference number that you want to search for and click Search.

After the search results come up (which is usually just one account), click on the account to view it. You will now see all the information related to that Consumer account.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article