In this article, we will provide a demo of the Suitecrm Customer Portal and how to login. The customer portal is a great way for your customers to have a self-service experience and get answers to their questions quickly.
How to login to your Suitecrm Customer Portal
The first thing you need to do is go to the Suitecrm Customer Portal login page. You can find this page by going to the Suitecrm website and clicking on the "Customer Portal" link in the top menu.
Once you're on the login page, you'll need to enter your username and password. If you don't have a username and password, you can click on the "Create an account" link to create one.
Once you've entered your username and password, click on the "Login" button to login to your customer portal.
How to find your account number
If you're a SuiteCRM customer, you can find your account number in the top right-hand corner of the Customer Portal. Just click on the "My Account" link and your account number will be displayed.
How to reset your password
If you've forgotten your password, don't worry! Here's how to reset it:
1. Go to the login page for the SuiteCRM Customer Portal.
2. Click on the "Forgot your password?" link.
3. Enter your email address into the reset form and click "Reset Password."
4. Check your email for a password reset link. Click on the link and enter a new password.
5. You're all set! Try logging in with your new password.
How to view your account details
If you're a SuiteCRM customer, you can view your account details by logging into the customer portal. Here's how:
1. Go to the SuiteCRM website and click on the "Customer Portal" link in the top menu.
2. Enter your username and password in the login form and click on the "Login" button.
3. Once you're logged in, click on the "Account" tab in the top menu.
4. Here you will see all your account details, including your current subscription plan, invoices, and contact information.
How to update your account information
If you need to update your account information, such as your password or contact information, you can do so by logging into your account on the SuiteCRM Customer Portal. Once you are logged in, click on the "My Account" link at the top of the page. From there, you will be able to update your account information.
How to add a new user
Assuming you have already installed and configured SuiteCRM, here are the steps to add a new user:
1. Go to Admin > Users.
2. Click on “Add User” in the top right corner.
3. Enter the required information on the “New User” page.
4. Click “Save” when you are done.
After following these steps, the new user will appear on the “Users” page and will be able to login to SuiteCRM with their credentials.
How to delete an existing user
If you need to delete an existing user, you can follow the steps below:
1. Log into your SuiteCRM installation as an administrator.
2. Go to "Admin" > "Users".
3. Locate the user you want to delete and click on their name.
4. On the user detail page, scroll down to the "Delete User" section.
5. Click the "Delete User" button.
6. Confirm the deletion by clicking "OK".
How do I change my primary contact?
If you want to change your primary contact, you can do so by going to your settings page and selecting the "Update" option next to your primary contact's name. You'll then be able to select a new primary contact from the list of available contacts.
Conclusion
We hope you enjoyed this quick demo of the SuiteCRM Customer Portal. If you have any questions or would like to see more, please let us know in the comments below. Thanks for watching!