Customer Portal Users

The User Manager page (Setup > Company > User Manager), has a tab called Customer Portal Users. With this, you can review customers to see if they have signed up for a customer portal account. This tab has these columns:

  • Customer Name
  • Customer #
  • First Name
  • Last Name
  • Username
  • Phone #
  • Last Login

You can sort on each column, hide columns, filter the information shown in the columns, and group by the columns just like many other grids in Managely. You can also export the grid information to an Excel spreadsheet.

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