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.

Enabling Two-Factor Authentication for a Contact

Two-factor authentication (2FA) provides an additional layer of security when a contact signs in to the Customer Portal. Two-factor authentication can be enabled for individual contacts from the Contact Editor.

1. Navigate to the Customers page.
2. Open the customer.
3. Locate and open the desired contact.
4. The Contact Editor will appear.
5. Enable Two-Factor Authentication for the contact.
6. Click Apply.

The contact will be required to provide a two-factor authentication code when signing in to the Customer Portal.

Note: Two-factor authentication can also be enabled globally for all Customer Portal contacts from the Web tab of Global Settings.

Unlocking a Customer Portal Account

A contact's account may be locked after too many unsuccessful password or two-factor authentication attempts.

Users can unlock the contact's account from the Contact Editor in OASIS Online.

1. Navigate to the Customers page.
2. Open the customer.
3. Locate and open the desired contact.
4. The Contact Editor will appear.
5. Unlock the contact's account.
6. Click Apply.

The contact can attempt to sign in to the Customer Portal again.

Changing a Customer Portal Password

Customer Portal contacts can change their own password from the Customer Portal.

1. Sign in to the Customer Portal.
2. Click Change Password.
3. Enter the required password information.
4. Save the new password.

The contact can use the new password the next time they sign in.

Customer Portal Account Lockouts

To help protect Customer Portal accounts, a contact's account may be locked after too many unsuccessful login attempts.

An account may be locked if the contact:

• Enters an incorrect password too many times.
• Enters an incorrect two-factor authentication code too many times.

If the account becomes locked, an OASIS user can unlock it from the contact's Contact Editor in OASIS Online.