Customer Portal (User Security) - Disabling/Restricting Access to Customer Portal For Inactive Contacts (16861)
Last Modified on 06/26/2024 9:38 am PDT
Multiple enhancements have been applied to the Contacts screen, Edit Contact and Edit Portal User screens, and Customer Portal access.
Contacts Screen
The following enhancement has been made to the Contacts screen:
- A Request Notification column has been added to display the contact's preferred notification method.
Edit Contact Screen
The following change was made to the Edit Contacts screen:
- 'Enable Portal Access' was added as a checkbox option.
- In the Edit Portal User popup window, the Active checkbox was renamed to 'Login Enabled.'
- Not pictured: 'Notify By Email' and 'Notify By Text Message' boxes were removed from the Edit Portal User popup window.
Customer Portal
Logic for user portal access has been improved. Users will be denied access to accounts and sites unless both 'Enable Portal Access' on the Contacts screen and 'Login Enabled' on the Edit Portal User popup window are checked.
