--- title: "Managing Customer Portal Subscribers" slug: "managing-customer-portal-subscribers" updated: 2026-07-14T16:04:27Z published: 2026-07-14T16:04:27Z canonical: "help.idibilling.com/managing-customer-portal-subscribers" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # Managing Customer Portal Subscribers Subscriber accounts are managed via the **Account** > **Customer Portal Users** menu in Customer Care. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/88747.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A58Z&se=2026-11-14T11%3A42%3A58Z&sr=c&sp=r&sig=GhEj9m8LPG8gGP71fJDiTYGyTmVGr9o%2BUVOkQrCFwNY%3D) This displays the Customer Portal Users page. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/88748.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A58Z&se=2026-11-14T11%3A42%3A58Z&sr=c&sp=r&sig=GhEj9m8LPG8gGP71fJDiTYGyTmVGr9o%2BUVOkQrCFwNY%3D) 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. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/88749.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A58Z&se=2026-11-14T11%3A42%3A58Z&sr=c&sp=r&sig=GhEj9m8LPG8gGP71fJDiTYGyTmVGr9o%2BUVOkQrCFwNY%3D) - Reset the account’s password – this sends instructions to the account email. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/88750.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A58Z&se=2026-11-14T11%3A42%3A58Z&sr=c&sp=r&sig=GhEj9m8LPG8gGP71fJDiTYGyTmVGr9o%2BUVOkQrCFwNY%3D) - Toggle bill notifications on or off (Enable/Disable) – This prompts you to confirm, similar to when toggling the account status. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/88751.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A58Z&se=2026-11-14T11%3A42%3A58Z&sr=c&sp=r&sig=GhEj9m8LPG8gGP71fJDiTYGyTmVGr9o%2BUVOkQrCFwNY%3D) - Edit the email address ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/88752.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A58Z&se=2026-11-14T11%3A42%3A58Z&sr=c&sp=r&sig=GhEj9m8LPG8gGP71fJDiTYGyTmVGr9o%2BUVOkQrCFwNY%3D) - 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. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/88743.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A58Z&se=2026-11-14T11%3A42%3A58Z&sr=c&sp=r&sig=GhEj9m8LPG8gGP71fJDiTYGyTmVGr9o%2BUVOkQrCFwNY%3D) > [!NOTE] > 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] > 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] > 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 |