Before your contacts can log into the customer portal they must be authorized by you or one of the other MioWorks users in your company. To help you easily identify the users that are authorized to use the portal, there is a green check mark icon that is visible on the contact listing pages as shown below:
All accounts that have the green check mark have been authorized to access the Customer Portal. For accounts that do not have the icon, they must be activated before the contact will be able to log in.
To activate the customer portal for a single contact
Simply click on the contact record and make sure that there is an email address associated with the contact. If there is no email address, then edit the contact record and add the email. Once you have an email address then all you need to do is click on the “Activate” link and then the “ok” button when asked for confirmation.
To activate the customer portal for multiple contacts
To activate the customer portal for a selection of contacts you must first select the collection you want to work with. Start by viewing your contact list by clicking on the “CONTACT” tab and applying the proper filter. Then use the check boxes on the left (1) to select the contacts you wish to work with. Once you have your collection selected, then click the Action “Activate Portal” from the list on the right hand side (2).
To activate the customer portal for a SmartGroup or a List
Activating the portal for an entire SmartGroup or List can be done through the List & Group management page. This page is found by clicking on the CONTACT tab and then clicking the button “manage lists & groups”. Click on the appropriate SmartGroup or List (1) and then click on the action button “Activate Portal” (2). For all contacts that have email addresses, the customer portal will be automatically activated. For those contacts without email addresses or already have an active portal account - they will be ignored. Please note that this is a one time action and will not be applied to new members of the groups/lists.
To Deactivate the portal for an individual contact
If you no longer want to provide portal access to an individual contact, you can select the contact record and then “deactivate” the portal by viewing the contact record and then clicking on the “deactivate” link near the top of the page. This will immediately prevent the contact from logging onto your MioWorks.com customer portal. It will also automatically send a notification to the contact that their access has been terminated. The standard email message regarding deactivation can be found in the Portal Administration page. You have full control over the message and may edit it at any time.
