Subscriber accounts are managed via the Account > Customer Portal Users menu in Customer Care.
This displays the Customer Portal Users page.
This page lists users in the current environment. You can page through the list if there are more users than fit on one page, and adjust the number of users listed per page. The ellipsis button in the right column of a user row lets you:
Toggle the account status (Enable/Disable) – This prompts you to confirm before changing the status.
Reset the account’s password – this sends instructions to the account email.
Toggle bill notifications on or off (Enable/Disable) – This prompts you to confirm, similar to when toggling the account status.
Edit the email address
Impersonate a Customer Portal user – This opens the portal to the subscribers welcome page. See . While impersonating, you can view but not manage account information. For example, view payment history but not make a payment.
A Quick Look at the Subscriber View
The landing page and menu options available to subscribers depend on how you set up their environment. Below shows Dashboard (Account Summary renamed) as the landing page.
Note
See for permissions required to perform some of these functions.
Permissions
Users responsible for managing profiles and subscriber accounts will require several permissions related to Customer Portal functionality.
I need to …
Permission
Delivered Role
Log on to the portal as a subscriber.
Note
Existing OnlineBill users can log into Customer Portal with their existing OnlineBill credentials. Upon upgrade to IDI platform 23.12 or higher, the Customer Portal role will be added to existing OnlineBill users, so they will not require new credentials.
Customer Portal: Allow Log On
Customer Portal User
Configure and customize profile(s) in Customer Care to meet appearance/behavior requirements for different markets.
Note
Both Customer Portal & Customer Care roles are required, if using delivered roles. You can create a single role that has all needed permissions.
Customer Portal: Allow Log On
Customer Portal: Manage Customer Portal
Customer Portal Administrator
Customer Care: Manage Customer Portal Administration
Customer Care Admin
Manage customer portal accounts as a customer service representative (unlock account, reset password, edit bill notification, edit email address, disable user).
Customer Care: Manage Customer Portal Users
Customer Care Admin
Impersonate a customer portal user
Customer Care: Manage Customer Portal Users
Customer Care Admin
Create and manage notification templates related to Customer Portal
Communications: Manage Templates
Communications Admin