22. Public portal accounts

22. Public portal accounts


Public portal accounts are created when a user initially creates their account on the public website.

An email address can only be used once to create to create a public portal account.
When an account is first saved a message is sent to the email address, containing a link that must be clicked with 48 hours to confirm that it belongs to the applicant. If the link is not clicked within the timeframe another email can be sent via the back-office or an applicant can request a password reset from the public portal which will also act as a confirmation email.

The public portal account is connected to a single Person record. If there are multiple people on an application then it will always be connected to the Primary applicant.

Public portal accounts list

The Public portal accounts option in the explorer displays a list of all the public portal account records in the system.


Viewing a Public portal account record

Existing public portal account records can be edited from this list. New public portal account records can only be created from the public website.


Item

Details

Suspended

Stops the applicant from logging into the public portal


Login into the public portal impersonating the applicant 

Resend account confirmation email

Resends the account confirmation email. Only displayed if the email address has not been confirmed

The email is sent when the field is ticked and the record saved. After the record has saved it will automatically be set back to be blank.

Send password reset email

Sends a password reset email.

The email is sent when the field is ticked and the record saved. After the record has saved it will automatically be set back to blank.

Link to Person

Displays if the Public portal account is linked to a Person record


Link the public portal account to an existing Person record


Unlink the public portal account from the Person record

When linking a Person record to a Public portal account please take care you have the correct record. All personal information stored in the system will be made available to through the Public portal to the account holder.
When a public portal account is linked to a Person then the Email address on the Person record is set to be the same as the Public portal account email address and the Sync email address with public portal account field is set to be 'True'.

Alerts

All alerts that are setup for the account are displayed on this tab.


Item

Details

Account reminder

The reminder to inform customers that they have unread messages or outstanding actions to perform on their portal account.

This reminder cannot be switched off.

Property alerts

Weekly email to notify customers of properties that are currently being advertised that match their criteria.

This option is only displayed if the Property alerts have been enabled within the System settings.

Property alerts

Customers are required to opt in to receive property alerts.
They receive a weekly email containing properties that are being advertised at the point the email is sent, and match the criteria they have specified. If no properties match their criteria then they will not receive an email.
Properties are included in the email if the criteria matches whet they have specified, or if that field on the Property is blank
Any Property alert emails that are sent are visible within the Person record on the Comms centre page.

History

All history related to the Public portal account is displayed on this tab.



Item

Details

Jump to a specific month


Filter the list to show a different selection of events

 

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