Customer Cloud for SME

Assign initial username and password for your customers

For your customers to sign into SME Customer Portal, they will initially need a password and username from you.
After the customer has created their own account and password, you will not need to manage this information in SME anymore.

Assign your customer a password:

1. Open SME and go to Customers module > Customer.
   
2. Click Search > Search Active Customers and select the customer you want to provide access for.
   
3. Click the Customer Lists tab > Contacts tab. Here you can click New to add a contact or open an existing contact.
   
4. In the Contact Editor window, enter an email address and Web Access Password for the contact.
   
5. Provide the CustomerPortal link, Email, and Web Access Password to your customer.
   

If you have parent - child customer records, keep in mind a contact added to a parent customer in SME will have access to all sites for that parent customer. A contact added to a site record will have access to only that site in CustomerPortal

In the image below, customer logged in is a contact in the parent customer record - Arrowhead Elementary. They have access to all the other customer site records in SME as shown below.

In the image below, customer logged in is a contact in the site customer record - Arrowhead site 1. They have access to that site only as shown below.