Manage customer portal users

Update the contact information for a user from the customer portal.

Before you begin

Role required: sn_customerservice.customer_admin or sn_customerservice.partner_admin

Procedure

  1. Click Manage Users in the portal header.
  2. Select a user from the Contacts list.
  3. Make changes to the fields on the Contact form.
    Table 1. User Profile form
    Field Description
    First name Customer's first name.
    Last name Customer's last name.
    Title Customer's job title.
    Language The language for this customer.
    Time zone The time zone for this customer's location.
    Account [Read only] The user's account.
    Email Customer's email address
    Business phone Customer's business phone.
    Mobile phone Customer's mobile phone.
    Notification Enable or disable notifications for this customer.
  4. Click Update.