Learn how to send your clients access to the Customer Centre.
Sending the Customer Centre link to your client(s)
The Customer Centre is a secure platform which requires via 2-factor authentication to gain access. This is done by sending your client a unique link via email, and a unique code via SMS.
Because of this you will need to have at a minimum a name, email and mobile number for your client listed against their Contact record. Their Contact record will also need to be linked to an Opportunity.
NOTE: Only contacts listed as a Primary Applicant, an Applicant or a Guarantor can be provided with access the Customer Centre.
- Open your Opportunity and go to Contacts
- Click on the Customer Centre button
- In the Invite column, check which contacts you want to receive the link
- Click Invite
Your clients will now receive an email from the Customer Centre.
The Customer Centre is in beta and is currently role based. If you would like to try it out contact firstname.lastname@example.org