How Do I Set Up and Manage Customer Portal Access in Dazos CRM?

This comprehensive guide outlines the process of creating Customer Account Portal access for organizations, resending portal passwords, and accessing the portal directly from your Dazos CRM.

1. Begin by navigating to your Dazos CRM Account instance and logging in to commence the process.

2. Click on "Organizations" to view your established accounts. From this view, you can manage their portal access, including sending initial invitations, resending passwords, or logging into their portal on their behalf.

3. Click on the specific Organization you wish to manage for portal access. This action will open its detailed view.

4. Click on the "Details" tab to view the comprehensive information pertaining to the selected organization.

5. Locating Account Portal Details

6. Click the Edit pencil icon located next to the "Portal User" field. Set the value to "Yes" to grant the organization access to the Dazos Customer Portal.

7. Click the Blue Checkbox to save your modifications. Upon saving, this action will automatically trigger an email notification to the Primary Email address on file for that Organization, providing them with their unique Portal link, their login email, and their system-generated password.

8. To resend portal instructions or to log into their portal directly, click on the three-dot menu located in the upper right-hand corner of the screen.

9. From the expanded menu, click "Resend portal password." This will resend the Portal Password to the email address specified in the "Primary Email" field for that organization.

10. Click the three-dot menu again to re-open your options menu, then proceed to the "Go to the Customer Portal" option.

11. Click "Go To Customer Portal." This will directly log you into the selected organization's Customer Portal, allowing you to view it as the organization.