Customer Management
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      1. Compliance Publishing Support
      2. Affiliate Operations Portal
      3. Customer Management

      How to send login credentials to customers.

      CUSTOMER PORTAL ACCESS INSTRUCTIONS, INCLUDING THE USERNAME AND PASSWORD, CAN BE SENT FROM TWO LOCATIONS IN THE SYSTEM

      CONTACTS PAGE

      For Additional Details About the Contacts Page, Please Refer to Article Published 7/27/2022 (See Instructions Below)
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      CONTACTS:

      ▪ For a Specific Contact
      ▪ Choose "Email Instructions"

       
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      CONTACTS:

      1. Choose the Instructions You Wish to Send
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      ONBOARDING PAGE

      Using Existing Functionality
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      ONBOARDING PAGE:

      ▪ Choose Instructions
      ▪ Choose One or More Customers
      ▪ Email is Sent to Primary Mailing and Invoicing Address Indicated
      ▪ Email Address Can Be Edited if Desired

       
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      PREVIOUS COMPLIANCE PUBLISHING UPDATES CAN BE FOUND AS SHOWN BELOW
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