Customers can conveniently login to the Customer Portal from their device.
Primary Audience: Partner Customers
Customers can conveniently access the Customer Portal on any device (phone, tablet, or computer). To gain access for the first time, customers will simply use their email and cell phone to Request Access. Once their access request has been accepted by your organization, the customer will be able to set up their account and login.
To Request Access to the Customer Portal, follow the steps below:
- Open the mobile app or desktop page
- Click "Request Access"
- Enter your information into the required fields
- Submit the Access Request
Once the customer's access request has been approved by your organization, customers will follow the steps below to complete the account setup process:
- Confirm your contact information provided during Access Request process is correct
- Enter and confirm your chosen password
- Determine desired login method:
- Password
- Text Code Verification
- Login
- If Two Factor Authentication is setup, confirm the 4 digit code texted to the cell number listed during account set
Note: Customers will automatically stay logged in for 8 months at a time.
- However, if your organization has Two Factor Authentication enabled for customers, their session will expire every 30 days and they will have to login again.
A detailed step by step video walkthrough can be found here.
If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.