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Ensure customer is ticked on against the product.
NOTE:
Ensure the customers email has not already been registered
Ensure an adviser has been added against the product, and that the adviser has a valid mobile phone number and email address saved against their user profile.
Location:
Home / System Settings / Edit Your Details
With the above items being in-place, your are now ready to click the ACTIVATE button against the single customer you wish to give access to the portal.
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SUCCESS The system will create a notification against the product and adviser, confirm the the Burrow portal invite has been sent to the customer. |
After the activation has happened, you are able to hover over the link icon for more information.
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INFORMATION: If your customer has lost/deleted their email, you are able to click the RESEND INVITE button, to issue the email again. |
What will the customer receive?
Your customer will receive an invitation email, containing a unique link to register for the portal.
Upon clicking the register link, your customer will see the following screen, where they can create their account logins.
