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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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Select the contact you want to give access to the portal from the contact list
5️⃣
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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