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The client must be an applicant on the product
NOTE:
Ensure the customers email has not already been registered with the finova Client Portal
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 profileThe appointed Adviser must have a Mobile Phone and Email address saved within their User Details.
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.Use the ‘Activate' link to send the invite to the client. The email will be sent to the email address saved against your client
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SUCCESS |
You will |
receive a Notification advising you that the invite has been successfully sent |
Having Trouble?
After the activation has happened, you are able to If the Icon displays Red hover over the link icon for more information.icon to reveal why the email activation email wasn’t sent
Your customer| Info |
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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?
Use the Retry button to resend once any issues have been rectified or if your client requires a new activation link |
“Applicant has an invalid Case Manager. Please select a Case Manager for this Applicant”
Setting the Case Manager association will allow you to send the invite.
Click on the customer’s name to open their ‘Customer Details’
Select the correct adviser under ‘Case Manager’
What will the client receive?
Your client 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.
They will be asked to set their account account details including setting a password
They can access the Terms of Business and Privacy Policy for the finova Client Portal
We can update your the logo and branding colours of the finova Client Portal to those of your choosing, if you us to do this for you please e-mail broker.support@finova.tech