Setting Up Customer Contacts for the Customer Portal

Setting up customer contacts for the Customer Portal is a simple process that be completed in OASIS Desktop or OASIS Online. This article will explain how to set up customer contacts using Desktop OASIS.

Requirements:

• Users must have Read and Update access to Contacts and Customers.
• Customer contacts can only have one set of credentials created in OASIS or they will be unable to sign in. To allow a contact to see multiple child brands, set the contact up under the parent brand. 

1. Navigate to the Customers page.

2. Click to create a new customer or double-click an existing one to edit it.

3. The Customer Editor window will appear.

4. Click the Contacts tab.

5. Locate an existing contact or click to add a new contact.

6. Complete the required fields for a customer contact.

• Web Pass- enter a unique password. 
• Pass Expires- enter the expiration date of the contact's password. 
• Email- enter the contact's email address.

7. Click Save and close.