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Utility Billing Extra Tips 5 - Enable Customer Portal Access

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Utility Billing Extra Tips 5 - Enable Customer Portal Access for Customer Hi there is Zac Kibria and today’s video will show you How to Enable Customer Portal Access for a Customer. So, first you will search for the customer in search bar. Click customer #, then click details. Scroll down to Customer Portal Section and click to turn on button – ALLOW ACCESS. Click to create Password in the field below. Copy/Write down Customers # and Password. At the bottom of the page click customer and then finally click Save and then click ok. I wanted to also let you know- these manual steps are only for users who did not enable the customer portal initially. When you imported customers in the platform (Get Started); online access for customers is enabled by default. Under Enabled as well as password fields on the excel template our system will automatically Fill in YES for interest as well as generate a password for the password field. Thanks for watching - this is Zac Kibria and I hope you have enjoyed this video. please like this video, comment and subscribe to our YouTube channel where we have lots of other videos as well as playlists for you. We are constantly updating our software as well as adding new videos to enhance your experience so we hope that you continue to subscribe to this list as well as all our channels. Have a great day and feel reach out to us if you are having any issues.
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