Customer 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 determine their eligibility for self-enrollment and, if eligible, will create their user account and grant the appropriate contract access.
Customers attempting self-enrollment will be asked for the following pieces of information, which will be validated against servicing system data as noted below.
On-screen hints help the customer to know what information to enter, but also consider how you might help your customers to be successful by providing guidance when marketing the Customer Portal through your welcome letters, invoices, and other communication. This can be especially helpful in cases like the email address, where any given customer may have multiple email addresses but where you only have certain email addresses on file.
Self-Enrollment Required Information
First Name – not validated
Last Name – not validated
Email Address – must be either the email address on a Customer in the servicing system where the customer is connected to one or more booked contracts – OR – must be the email address on a contact for such a customer
Billing Postal Code – must be the Contract-level Billing Address Postal Code for the entered Contract Id
All non-alphanumeric characters will be excluded from the comparison for both the entered value and the value in the servicing system.
For US-based addresses, only the first five characters of each value will be considered
For Canada-based addresses, only the first 6 characters of each value will be considered
Contract Id – must be any one Contract Id for a booked contract for the Customer inferred by the entered email address
Self-Enrollment Outcomes
When all validated values are successful and the email address is not already in use as an account on the site, the site visitor’s user account will be created, with the provided email address as the user id, and an email for Initial Password Set will be sent to the provided email address.
If a user already exists for the entered email address, the user account will not be created and no email will be sent to the provided email address. The user will be presented with a message indicating that they already have an account and a link to return to the login page. From there, they can either enter their email and password, or click the Forgot Password? link to reset their password.
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