Title here
Summary here
Web Accounts
Concepts & Definitions
The Customer Web portal feature gives customers self-service access to their account information through a web interface. Web profiles control which customers have portal access, manage their login credentials, and determine which data they can see. Approving or activating a customer’s web profile grants them access; locking it suspends it without deleting the account.
| Term | Definition |
|---|---|
| Web Profile | A customer’s portal account — contains username, email, and access status |
| Request Channel | The channel through which the customer requested portal access (web form, email, in-branch) |
| Is Locked Out | A locked profile prevents login without deleting the account |
| Apps | The portal applications or data views the customer has access to |
| Status | Active (can log in), Pending (awaiting approval), Inactive (deactivated) |
How To
Create a Customer Web Profile
Navigate to CRM → Portal → Partner Web.
Screenshot: Customer Web Profiles list view
- Click New.
- Select the Customer (Partner) to link the profile to.
- Enter the customer’s Username and Email.
- Set the Request Channel.
- Click Save, then Send to submit for approval.
Manage Portal Access
- Approve — enables the profile for activation
- Activate — grants the customer login access
- Lock — suspends access without deleting the profile (use when a customer reports a compromised account)
- Deactivate — disables access; the profile can be reactivated later
Screenshot: Customer Web Profile — detail view showing access status
Next
Web Users