A customer can't sign in
If they never set a password, resend their invite from Edit details, under Portal login. If they forgot it, they press Forgot your password? on your portal's sign-in page.
Fix it
Find what's happening, then do the one thing it needs.
| What's happening | What to do |
|---|---|
| They never got, or never used, their invite | In Customers, open Edit details on their row. Under Portal login, press Resend invite. |
| They have no login yet | Same place: Activate login & invite sends them a branded invite to your portal. |
| They forgot their password | On your portal's sign-in page, they press Forgot your password?, type their email and press Send Reset Link. |
| Reset link expired | They ask for a new one, the same way. |
| Their new password is refused | It needs at least 8 characters. |
Tip
Open portal on their row shows you their portal as they see it, so you can check it with them.
Related
Add a customerOpen Customers, press Add customer, fill in who they are and choose how they'll work with you. Self-serve customers get an invite straight to your portal.Film · 1:15Your customersEvery customer you look after, in one list. From each row, open their portal, run their email for them, change how they work with you, or give them credits from your pool.Film · 1:00Self-serve or managed: how each customer works with youA self-serve customer signs in and runs their own campaigns on one of your plans. For a managed customer, you run their email and they get reports. You choose for each one, and can change it.How it works