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If the contact exists but is not yet added to the portal click jump to correct step here. |
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1️⃣
Go to the “Accounts” view and locate the account to which you want to add a new user.
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You will then be asked to fill in your contact information.
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Please enter an individual email address that only your Contact uses |
Click the “Save” button when finished.
(Title field will showcase as Role in the Portal)
4️⃣
Your newly created contact will now show up in the Account contact list highlighted in the Blue Area
4️⃣
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Select the contact you want to give access to the portal from the contact list
Anchor
At the contact page - click the “Create User” button to
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Click the "Create User" button on the Contact page to onboard the contact to myGlamox.
This will trigger a welcome email to the contact’s email address (entered in the Contact Information section). The email will include instructions for setting up a password.
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6️⃣
After the Customer has created a password, you will have the opportunity to can “Log in as User”.
Create user button
What happens:
Clicking the "Create User" button will send a welcome email to the contact email address entered in the Contact Information section.
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Welcome mail
What the contact must do
Create password - link will only be valid within 48 hours after the mail was sent
Password requirements
Minimum password length: 12
Must include alpha and numeric characters
User password expires in 90 days
What the seller can do → what the contact sees
Contact salesforce
Onboard button:
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Clicking the “Log in as User” will take you to the myGlamox Portal as a Contact.
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MEMBERS:
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