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HomeApproval and Verification for Portal Users

Approval and Verification for Portal Users

If you want to provide access to the portal only to people/customers who are approved by admin, then navigate to WordPress Admin Panel -> Customer Portal Settings page.

Tick the checkbox next to User Approval flow to enable the approval process flow for customer registration.

Now, whenever a portal user registers from the portal, they will be added to the Contacts module in CRM with pending status.

You can apply an advance filter on the contact’s list view and get the list of Unapproved Portal Users.

To approve pending contacts, select contacts from the filtered contacts list view and click on the action’s dropdown.

Now select the ‘Approve Portal User’ option from button list actions.

This will convert pending CRM Contacts to portal users and a list of imported contacts will be displayed.

If verification flow is enabled, the user will need to verify their account then only they can proceed further for login.

You can also select an email template for approval and email verification emails.

After this approval process, it will also send an email to portal users notifying that they are approved and can access the portal.

Note: Once the contact is approved, you cannot change the approval status of that contact.

Instead of mass contacts approval, you can also navigate to the detailed view of any contacts and approve them by changing the approval status from the portal user information tab.

If verification flow is enabled, the user will need to verify their account then only they can proceed further for login.

You can also select an email template for approval and email verification emails.

Navigate to SalesPort app, from top right corner app dropdown menu -> portal settings tab and you can select approval template and email verification template.

 

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