Customer Portal Process 2 - Password & Profile & Accessibility

Customer Portal Process 2 - Password & Profile & Accessibility

Password, Profile and Accessibility

Password

Forgot Password

If you have forgotten your password, use the 'Reset' link.

It will ask you to enter your e-mail address.

Change Password

To change your password if you are signed in, click on your Profile/Initials Icon (top right) and 'Change Password'.

 

This will take you to the Change Password section in your Profile.


Profile

View Profile

Click on your Profile/Initials Icon (top right) and 'View Profile'.

 

In your profile you have two areas, Manage Profile and Watchlist.

Manage Profile

Manage Profile has information for your: User, Contact Details, Location / Timezone / Date and Time formats, Profile Deletion.

 

If you change your contact Information, then it will update your contact details on our system.

If you try to change your email address, you will get the below notification.

 

Note:
Updating your contact details, won't update the information on already created tickets too, so please create a Ticket with the Account / Contact classification letting up know to check and update them. Example below.

 

You should put the Product Name in as 'Quick Dynamics - Support Portal'.

To find and select this product, change the list to 'All Product' and use the right arrow at the bottom to get onto the next pages with it on.

 

Watchlist

Details what Knowledge Base and Users you are following.

 

For instance, if there's an article you like to refer to, you can follow it to find it easier.

 

Accessibility

The Customer Portal also has a load of Accessibility Settings, found using the person Icon next to the Profile Icon.

 

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