Hitachi Vantara Pentaho Customer Portal

New customer user account

To create a new customer user's account:

- the new user's first and last name
- email address
- Support Contact Role, ie. Primary, Backup, Knowledgebase

- connect to salesforce
- select accounts
- search for the company the user will be added to
- go to the Contact section
- click 'New Contact'
- populate the field accordingly
- save the changes

Support portal:
- go to Manage tab
- search for the company
- click on the new user
- click on 'Send verification email again'

NOTE: Instruct the customer that the verification email is valid for 48 hours. This means that the user needs to activate the account within this time period.

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