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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.
We can update your logo and branding colours to those of your choosing, if you us to do this for you e-mail broker.support@finova.tech