Customers can access the Customer Portal from a phone, tablet, or computer to manage their account, view information, and communicate with your organization.
Primary Audience: Admins, Internal Users
Request Access to the Customer Portal
New customers can request access directly from the Customer Portal login page or mobile app.
- Open the Customer Portal mobile app or desktop login page.
- Click Request Access.
- Enter their customer information in the required fields.
- Click Submit Request.
After submitting their request, your organization will review and approve access before their account can be activated.
Complete Account Setup
After your organization approves the request, the customer will receive instructions via email to complete account setup.
- Confirm their contact information.
- Create and confirm their password.
- Choose how they would like to log in:
- Password
- Text Code Verification
- Select their marketing communication preferences, if enabled by your organization:
- Email Updates
- Text Message Updates
- Click Submit
- Log in to the Customer Portal.
If your organization requires Two Factor Authentication, the customer will also enter a verification code sent to their phone during login.
Marketing Communication Preferences
During account setup, customers can choose whether they would like to receive marketing communications from your organization.
Email Marketing Opt-In
If the customer selects Email Updates, email marketing will automatically be enabled for their account.
If the customer does not select this option, email marketing subscriptions will not be enabled.
SMS Marketing Opt-In
If the customer selects Text Message Updates, they will receive a confirmation text message to complete the opt-in process.
The customer will receive the following message:
“Reply YES to receive timely text updates from Storefront Name. Msg & data rates may apply. Reply STOP to cancel.”
The customer must reply YES to begin receiving marketing text messages.
If the customer does not select the Text Message Updates option during account setup, SMS marketing subscriptions will not be enabled.
Customers who enable SMS notifications later through Notification Settings will not receive an additional confirmation text message.
Session Expiration and Security
Customers may remain signed in on trusted devices for up to 8 months unless they manually log out.
If your organization has Two Factor Authentication enabled for customers, login sessions will expire every 30 days and customers will need to sign in again.
Watch the Step-by-Step Walkthrough
Watch the video below for a complete walkthrough of requesting access and setting up a Customer Portal account.
Watch the Customer Portal Access Walkthrough
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.