If the contact exists but is not yet added to the portal click here.
1️⃣
Go to the “Accounts” view and locate the account to which you want to add a new user.
Ensure you are viewing the correct account by verifying the account name displayed within the orange-highlighted box.
2️⃣
Click on “Contacts” - here you will see all the related contacts of the account displayed within the blue-highlighted box.
Please ensure your contact does not exist before moving on to step 3.
3️⃣
Click the “New Contact” button.
You will then be asked to fill in your contact information.
Please enter an individual email address that only your Contact uses
Click the “Save” button when finished. Your newly created contact will now show up in the Account contact list highlighted in the Blue Area
4️⃣
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 onboard the Contact to myGlamox.
For more information on what the “Create User” button does, click here.
6️⃣ After the Customer has created a password, you will have the opportunity to “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.
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:
Email
Password