Home > Manuals > Tutorials > > Quick Guides

How to access customer’s self-service portal

Version: V3.2.7551
Added on: 11/11/14
Time: 15 min
Category: Quick Guides

Prerequisite Tutorials

Name Added On Difficulty Time Required Description
Creating a customer 08/29/14 30 mins You will learn how to create a customer.

How to access customer’s self-service portal

  1. Are you ready?

    In this tutorial we are going to learn how to access customer’s self-service portal.

    We will proceed as follows:
    • Log in to the application;
    • Locate the customer created in Creating a customer tutorial;
    • locate customer's self-service portal access button on the user interface of the gateway;
    • Log in to the customer's self-service portal.
  2. Log in to the system using your Username and Password and switch to the Console Perspective.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. Select appropriate Merchant or Merchant Account in the top left section of the screen.
  4. Click   Customersbutton in the top section of the screen.
  5. Choose   List  menu item  from the list.
  6. Locate   Search  groupbox
  7. Enter John into the First Nametextbox
  8. Enter Smith into the Last Nametextbox
  9. Click   Findbutton
  10. Locate   Customer Account List  groupbox
  11. Click   Membership Portalbutton
  12. Membership portal page should now be visible on your screen.
  13. Congratulations, you are done!

    You have learned how to access customer’s self-service portal. Now you can do this by yourself.