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.
After the activation has happened, you are able to hover over the link icon for more information.
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.
