Consumer Administration

How to change the email address on a Consumer's online account
When a consumer registers with your account, they are required to enter an email address. This email address can be used to login the next time they return ...
Sat, 1 Jun, 2019 at 9:51 PM
How to access a consumer account
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 b...
Tue, 3 Nov, 2020 at 11:59 AM
How to Create an Online Account for a Consumer (Internally)
In a perfect world all consumers will go to your website and create their own account. They do this simply by visiting your site and selecting the First Tim...
Mon, 17 Jun, 2019 at 4:10 PM
How to reset the password on a Consumer's online account
Overview When a consumer registers with the website they are required to enter an email address and choose a password. This email/password combination i...
Mon, 9 Nov, 2020 at 10:57 AM
How to use an email address to lookup accounts
You can look up an account number (or multiple numbers) based on the email address by following these steps: Click on Web User Search and enter the cons...
Mon, 16 Sep, 2019 at 1:51 PM
Brand your site
Much of the consumer website can be branded to match your company look and feel. In addition you can brand content on many of the pages. This article descri...
Thu, 30 Dec, 2021 at 11:38 AM
Re-Activation of a Consumer Account
When a Consumer creates an account they are automatically sent an activation email. The email will contain a link to click which activates and confirms the ...
Thu, 15 Apr, 2021 at 3:35 PM
Import Consumer File
In-app Upload of Consumer Data This feature allows the System Administrator or Single Point of Contact ("SPOC") to upload consumer data from w...
Thu, 17 Feb, 2022 at 3:59 PM
Consumer Activation Not Received
Sometimes a Consumer may create an account and not click the activation link in the "Account Created" email. In this case the users email address ...
Wed, 27 Jan, 2021 at 10:09 AM
How to Unlock a Consumer's Web User Account
During the new account creation process consumers will sometimes attempt to create a new account on the portal and lock themselves out. To unlock or reset t...
Wed, 3 Nov, 2021 at 12:14 PM