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How do I setup the username and password for my customer?

Customer portal login

In order for your customer to access their Portal you must set up a username and password for them.

1. Manually provide your customer their password by going to Customers > Specific Customer >Contacts > Choose Specific Contact and manually keying in a password. Following this action you will need to send the credentials to your customer. 

2. Generate an automatic email when a Contact is added to the system. 

 

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