Directly login to the portal using your portal credentials.
If two-step authentication is enabled, then portal users will receive an OTP in email. Enter valid OTP and it will allow portal users to access interface.
Note: OTP is valid for 30 minutes. If not used, then the portal user needs to resend OTP and get a new OTP.
Customers can sign-up to the Portal by clicking on the ‘Sign Up Now!’ link on the Login Page.
Clicking on this link will redirect the customer to the sign-up page. A new user can directly sign-up from the Portal.
Note: Already existing customers on both sides (WordPress and Salesforce) won’t get the access for Customer Portal automatically on installation.
While Sign up, it will check if any customer is registered with the same username and email address. If no such user exists in the system, then it will create a record in the Salesforce Contacts module. After successful registration, the user will be redirected to the login page. Thereafter, users can log in to portal with their Username and Password.
Portal user can retrieve their login password using the ‘Forgot Password’. They just need to click on the ‘Forgot Password’ option and enter your email address. Now, click on the ‘Submit’ button and you will receive access token in your email to reset your password.