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Managing Customer Accounts

If your customer needs help getting access to the customer portal, you are able to complete several different actions from within your Helcim Account to get them access.

These customer actions are all available after you click on an existing customer from within your Customer List under the Actions section on the menu.

Send Activation Email

If you want to let your customer know that they can access the customer portal, you can send them an email by clicking on Send Activation Email After you click on Send Activation Email, you will be asked to confirm that you want to perform this action. Click Yes to send the email and No to cancel. You will see a success message confirming that a new password and activation email has been sent to the customer.

Lock Account

If you would like to prevent a customer from being able to access the customer portal, you can lock their account. Click on Lock Account from the Actions menu. Click Yes to confirm you want to lock the account or No to cancel the action. You will see a confirmation message that the customer account has been locked.

Reset Password and Unlock

If a customer needs to reset their password or you want to unlock their account, click on Reset Password and Unlock from the Actions menu. Click Yes to confirm you want to lock the account or No to cancel the action. You will see a confirmation message confirming the customer’s account has been successfully unlocked and a new password email has been sent to them.

Related Articles

An Overview of Helcim Customer Management
What is Customer Management?
Adding, Removing and Merging Customers
Managing Customer Information for Existing Customers
Adding, Editing and Deleting Customer Credit Cards
Adding and Deleting Notes
Processing a Payment for an Existing Customer
Viewing Customer History
What is a Card Vault?
What is a Customer Portal?
Setting Up Your Customer Portal
Adding Page Content and Headers & Footers
Access Logs
Customer Portal Theme Designer
How to Import and Export Customer Data
How to Import Customer Credit Cards
Adding, Editing, and Deleting Customer Bank Accounts
Searching for Customers

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