How to use the portal
There are different types of customers who may use the portal, and their access in the portal is dependent on how their contact information is stored in Accelerate.
Private individual relationships
Business relationship contacts
Business relationship drivers
To log-in, all users must first ‘Sign-up’ to the portal using the link highlighted on the log-in page:
Once a user has selected this, they will be asked to input their email address and an existing quote number.
Info: Any quote number associated to the relationship can be used to sign up, this is required to validate the contact in Accelerate
Logging in
Once a user has signed up to the portal, their details will be validated against Accelerate. If valid, they will receive an activation email. This will include a link where they can set their password for their user profile:
Once a password has been set, the user can then log into the Customer Portal and begin viewing their details and interacting with your team.
Navigating the portal
Upon logging in, users are taken to a home screen giving them a menu of the areas of the portal they will have access to. This will differ depending on the user type:
Once a user has drilled down into the different menu options, they will have the same menu options along the top right of the screen giving them the option to navigate elsewhere in the portal:
Displaying in customer portal
You can choose what to display in the customer portal by going into Settings > Workflow settings > Proposal Statuses and selecting the 'Customer Display' toggle. By toggling this option you can choose at which status the vehicle will show within the customer portal.
You will have to select this toggle for each status you wish to show on the portal.