Accessing the Customer's Self Service Portal

If a customer is having difficulty with their account on the portal, you can access the account and troubleshoot any issues.

You can log into a customer portal to review the content and verify the accuracy of the account.

To access a customer's Self Service Portal, complete the following:

1. From the left menu, click Settings >Permissions >Roles.
2. On the Roles page, click a role to assign the permission.
3. On the Role Permission page, under Customer, select Log in to Customer Portal.
4. Click Save.

On the Customer page, you can click Portals and click Login to Portal on the top right to access the customer portal. Activity will be logged as support in the log files.