Managing customers in the customer portal
To manage the customers of customer portal:
- Click the Customer Portal option under the Users and Control section in the Settings page.
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- In the customer portal page the list of customers will be displayed. By default the list will contain approved customers.
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A drop down list will expand when you click the Approved Customers button. The list contains three options: Approved Customers, Pending Customers, and Unconfirmed Customers.
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Selecting the Pending Customers option will display the list of customers whose approval requests are pending confirmation.
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Selecting the Unconfirmed customers option will display the list of customers who are yet to accept the invitation to join the customer portal.
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- To re-invite customers who are yet to accept the invite, select those customers and click on the Re-invite button that appears above the list.
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- To delete the customers, select the customers and click on the Delete button that appears above the list.
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A pop up will appear requesting confirmation for the delete action. Click Yes.
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