Customer Portal (Video)

Duration: 23 minutes.

• Click the video below, to watch the video whilst staying on this Support Centre page. Once playing, you can click the Full screen icon (or press f).

• The following chapter links open the YouTube video in a new browser tab, and will start playing the selected chapter automatically:
  • Overview of the Customer Portal
  • Enabling Customer Access to the Portal
  • First-Time Portal Access (contact's perspective)
  • Viewing Portal Access History
  • Disabling Access to the Portal
  • Quick Review of Enabling Customer Access to the Portal
  • Customer Portal Settings
  • Data Sheet Integration in the Customer Portal
  • Settings Review

Once you are viewing the video on the YouTube website, you can select other chapters by moving your mouse over the video-player progress bar.