Hi! We are planning to open the Client Portal to our clients soon and are looking at how to best welcome them to the portal.
Many of our clients have only one contact person and that contact person has the same e-mail address that is set as the e-mail address for the main account. Now when either of those accounts requests a password change, it gets sent twice (to the contact person and to the main account). This is confusing to client. Also confusing to me is how there are two separate users with the same e-mail (which is used for log-in), but they still have separate passwords (I was told this by XTRF).
How did you deal with this when you started with the Client Portal?
Customer support service by UserEcho