Control customer access to contracts
These linked accounts control which contracts the user can view/take action on in the portal.
For an ASPIRE account to appear in the list, all of the following must be true.
- The account must be associated with one or more booked deals with a Contract Role Type of either “Customer” or “Guarantor"
- The ASPIRE contract Private Label must match the Private Label set for the selected Site
If you cannot find the account you are looking for:
- Verify the ASPIRE site to which the portal is connected. The account data will only come from that ASPIRE site.
- Verify which ASPIRE Private Label is mapped to the selected Site. The default/initial Site will generally be configured to include ASPIRE contracts with no Private Label selected.
- Confirm the two requirements in the previous section.
- Confirm that at least 5 minutes has passed since the given account was booked on its initial contract in ASPIRE.
Related Articles
How do I control user access to contracts?
User access to contracts is based on the combination of three factors: The contract must be booked The end user must have ASPIRE accounts linked (done in the Portal User Management area) that are a customer or guarantor on the contract Based on the ...Contract not showing in the Customer Portal
The Customer Portal is intended to provide borrowers and lessees (and their designated representatives) access to information and actions related to their leases and loans. If a Customer Portal user reports that they cannot see one or more contracts ...Customer Portal Design Guide
See the attached document for details. Attached is the Design Guide for the Customer Portal. This document contains information on the areas of the Customer Portal that can be customized with finance company branding. It can be used to help finance ...Customer Portal Admin Guide
See the attached document for details. Attached is the Administrator Guide for the Customer Portal. This document contains: A Quick Start Guide ASPIRE Configuration Requirements Customer Portal AdministrationCustomer Self-Enrollment
For the majority of prospective portal users, the quickest path to getting access to the Customer Portal is through self-enrollment. By clicking the Register Here link on the login page, the site visitor will be taken through a process that will ...