Not receiving self-enrollment email

Not receiving self-enrollment email

When a customer attempts self-enrollment on the Customer Portal they may not receive the registration email in some cases.
To help get them access to the Portal, confirm whether their email address is already connected to a user for the given borrower-facing site.

If yes, they are already a user and cannot use self-registration to gain access. Use the Reset Password link on their user card in Administration - User Management to have an email sent to allow them to set a password and get access.

If no, direct them to attempt self-enrollment again OR manually set them up as an End User in Administration - User Management



    • Related Articles

    • 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 End User Experience Guide

      See the attached document for details. 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 using the Customer Portal, so that 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 Administration

    • Multi-factor Authentication (MFA)/Two-Factor Authentication (2FA)

      Multi-factor Authentication (MFA) can be activated per Customer Portal site and for platform logins. Each time a user successfully submits their username and password at login, they will be taken to a screen asking for a six-digit code. This code ...

    • Customer Portal payment missing from EFT file

      When a payment is submitted from the Customer Portal, it is created as an Alternate EFT record with the SEC code "Web" selected. Most commonly, this one-time payment will be processed in the next relevant EFT Generation processing event, where it ...