Method portal is a dedicated and secure web page for your customers to:
Access and update their account details
View and print transactions
Make payments to your company
And more depending on subscribed apps
Create a single url to put on your website or share with customers.
Brand the portal with your own logo.
Easily managed. Any contact with an email address can log in.
Transaction email notifications sent to your customers will link to new portal.
The portal is secure; it requires a sign-in code to log in.
Password-less authentication - no more headache having to remember passwords for portal users. Securely sign in with sign-in code.
Customers who log in will be signed in for 30 days if they use the same browser. If they change browsers or machines, they will need to sign in again.
In-application login popups within the portal.
Easier, centralized portal navigation management.
Easy mobile sign in with email link.
Signing into the Portal
When a contact signs in, they will be sent the following email with a sign-in code:
They will need to cut and paste the above code before getting access to the portal. The above sign-in code is not a password that needs to be saved for later logins.
If they need to sign in at a later date, or are in a different browser, they will be sent an email again with a different sign-in code.
Note: In order for your customer to log in, they must exist in your Method:CRM account with an email.
For more information, please see these articles:
For more information on how using portals may affect licensing, please see Portals and Public Pages Fair use Policy.