SJEaton Posted June 22, 2018 Posted June 22, 2018 Hi, I am about to go live with our first form on the customer portal on Monday and I have therefore set up a number of contacts under an organisation called Waltham Forest Services Ltd and given them a Login ID and Password. These were working ok last week but yesterday and today I can't access the portal using any of these, I get the following error message. Please advise what this might be? Thanks, Sam
Steven Boardman Posted June 22, 2018 Posted June 22, 2018 @SJEaton do you have the service portal, or the user app open on other tabs in your browser? if so it might be an issue getting confused with other user accounts in the other interfaces - on chrome could you try again in incognito or on another browser?
SJEaton Posted June 22, 2018 Author Posted June 22, 2018 No I have no other tabs open and i've tried it in both chrome and IE and get the same error message. I've also tried it on my phone
Victor Posted June 22, 2018 Posted June 22, 2018 This error occurs if: - the account is suspended (most likely due to repeated unsuccessful attempts) - the account exists more than once - two or more accounts share the same email address
SJEaton Posted June 22, 2018 Author Posted June 22, 2018 I dont think any of these apply. In most instances I am logging in for the very first time and getting the error
Victor Posted June 22, 2018 Posted June 22, 2018 @SJEaton looks like the account(s) is(are) not associated to the customer portal...
SJEaton Posted June 22, 2018 Author Posted June 22, 2018 Aha! I thought you had to put them in Guest Accounts, doh! Thanks Sam
Victor Posted June 22, 2018 Posted June 22, 2018 @SJEaton my previous advice was incomplete.. you can achieve the same thing I said above from Guest Accounts:
SJEaton Posted June 22, 2018 Author Posted June 22, 2018 Yea that's where I have then set up. I'll put them under Portal Accounts and see what happens
Victor Posted June 22, 2018 Posted June 22, 2018 2 minutes ago, SJEaton said: Yea that's where I have then set up. If you associate a contact to a portal from "Guest Accounts" interface it should then appear in "Portal Accounts" interface... if it doesn't, then that's a defect...
SJEaton Posted June 22, 2018 Author Posted June 22, 2018 Well it looks like their access is ok now (not sure if there was a defect or not?) Another question, if you want to pull in their name as a variable in an email what do you use? Custom Coworker Firstname doesnt seem to be working??
Victor Posted June 22, 2018 Posted June 22, 2018 @SJEaton no, that variable will not work for contacts... as the variable name implies it is used for coworkers/users...
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