Customer Onboarding Settings

You can provide the customer portal login using the different credentials of the social media to the portal users. Navigate to the Setting -> Portal Settings and click on the Customer Onboarding Settings from the left panel.


You can allow the portal users or new portal users to be login or register through social media credentials: Google ID (Gmail), Facebook, and/or Microsoft.



You need to set up the social login credentials to allow the portal users to access the customer portal through any social media credential. You need to enable the checkbox for the respective platforms (social media) that you want to enable to the customer portal.


You will get a helpful tip to get the Client/App ID & Secret the link is provided by. By clicking on the help tip (Click Here) that will redirect you (or your other admin users) to the page that provides the instructions on how to get the ID & Secret key credentials.


Note: The portal users should have enabled the allow cookies from the browser settings for the portal site to avoid any type of contractions in the third party.


Additionally, you will get the Customer User Validation Settings for login validation.


You can enable the following settings:

Two Factor Authentication (2FA): Enable this option if you want the two-side authentication when the portal users log in to the portal. If it is enabled from here, once the portal users log in with their credentials, they will get the OTP in their registered email that needs to be verified here for successful login.


> You can configure the OTP active duration under Two Factor Authentication:

Set OTP Timer: Set the timer that will display in the registered Email of the portal users with the -OTP. It will show the reverse countdown in minutes that is inserted in the Set OTP Timer.


No.of Wrong attempts: Select the number to provide the portal users’ number of attempts for entering the wrong OTP.


Disable Resend OTP: Set the periods to remain to disable the Resend OTP option for some time to the portal users.


> Verify Email: If you have enabled the ‘verify Email’, the new users who registered from the Customer Portal, will get an Email verification link to their registered Email id to verify their portal account.

If the new user login with any social media platform(Google, Facebook, or Microsoft), they will be verified through Email after successfully authenticating any social media. They will get the Email verification link to their registered Email id to verify their portal account.


> User Approval: If you have enabled ‘User Approval’, the admin must approve for the login to the portal users created from the portal. The users who have logged in with any social media platform must approve for the login once they successfully authenticate with any social media login.