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Last modified by Isaac Mejia on 2026/03/04 14:42
From version 2.1
edited by Isaac Mejia
on 2026/03/04 14:40
Change comment: There is no comment for this version
To version 1.1
edited by Isaac Mejia
on 2026/03/04 14:33
Change comment: There is no comment for this version

Summary

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32 32  
33 33  Now, the space that the login was previously will be filled by one of the following:
34 34  
35 -* **No account exists:**
36 -[[image:No Portal Account.png]]
37 -A notice will appear to generate an account. This will be the same process as selling a contract or package – the end user will receive an email with their registration information.
38 -* **Invite sent, not accepted:**
39 -[[image:bsanders656 2.png]]
40 -If a user has sent out a portal invite and the end user has not accepted, they will see a pending status indicator.
41 -* **Account activated:**
42 -[[image:bsanders656.png]]
43 -When the end user has activated their account, the staff will see an active account button.
35 +* **No account exists:** A notice will appear to generate an account. This will be the same process as selling a contract or package – the end user will receive an email with their registration information.
36 +* **Invite sent, not accepted:** If a user has sent out a portal invite and the end user has not accepted, they will see a pending status indicator.
37 +* **Account activated:** When the end user has activated their account, the staff will see an active account button.
44 44  
45 45  The staff will also have the ability to send forgot password emails to clients if they are unable to login.
46 46  
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48 48  
49 49  The Member Portal self-registration will also be changing:
50 50  
51 -* Self-registration is now a **single page
52 -[[image:Srit name a recures.png]]**
45 +* Self-registration is now a **single page**
53 53  * Questionnaires will now be assigned to the profile after creation
54 -[[image:Dashboard.png]]
55 55  
56 56  == Member Manager Updates ==
57 57  
58 58  In Member Manager, when you pull up a user who has auto-registered, an alert will be shown. In addition, you can also search on the member screen the status of pending questionnaires.
59 -[[image:Send Message.png]]
Dashboard.png
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No Portal Account.png
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Send Message.png
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1 -XWiki.IsaacMejia
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Srit name a recures.png
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