Managing Portal Users
To find and manage an existing user, use the Search to narrow down the list of users.
Use the Actions button to access options, including:
- Edit User – change user first name, last name, or account connections.
User email address and branded site may not be changed after user creation.
Reset Password – when activated, the platform will send an email to the user, guiding them through the password reset process
Only available for users with Status “Active”
Resend Registration Email – when activated, the platform will resend the registration email to the user, guiding them through the email verification and password set process.
Only available for users with Status “Pending”
View Payments – see View Payments for more information
Deactivate User – when selected, the user will be blocked from authenticating to the Customer Portal.
Only available for users with Status “Active”
Reactivate User – when selected, the user will be permitted to authenticate to the Customer Portal
Only available for users with Status “Inactive”
Related Articles
Customer Portal Admin Guide
See the attached document for details. Last Updated: January 23, 2026. version 3.1 Attached is the Administrator Guide for the Customer Portal. This document contains: A Quick Start Guide ASPIRE Configuration Requirements Customer Portal ...Customer Portal End User Experience Guide
See the attached document for details. Attachment last updated January 19, 2026 (v1.7) Attached is the End User Experience Guide for the Customer Portal. This document contains information on what borrower/lessee users will see and be able to do when ...Searching for Customer Portal users
Administrators can use search and filters to find the Portal user needing assistance or management. Portal Users Search Administrators can search by the user's name (first, last, or both) or email address. This search uses Soundex ...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
As of January 2026, the Design Guide has been retired. For information about customizing the Customer Portal for branding, see the article Branding - Customizing the Portal to Meet Brand Needs