Embedded Files
Searching from the MiAdmin portal results in the following returned information about the customer:
1. Customer Name
2. Username
3. Email Address
4. Contract Account
5. Customer Number
The user may take two paths after the search results are returned:
A. Click Customer Name: Drill down into customer detail by selecting the customer name. This is also where customer mirroring for CSRs is available. See Agent Dashboard and Mirroring topics for additional details.
B. Click Customer Actions:
a. Change Email: Update the customers existing email address.
b. Lock / Unlock Account: Prevent or allow customers to access their account in the portal
c. Add Account to Username: Add an additional account to the customers profile, this account will show up in the Account Switcher above the Customer Dashboard.
d. Resend Activation Link Email: Generate a new email link to the customer so that they may activate their account and login
e. Change Password: Reset the customer’s password
Page updated
Report abuse