Logging In

To access Customer Manager, you need three pieces of information provided by your administrator:

  • Access Code — identifies your tenant/organization
  • Username — your personal login name
  • Password — your account password

How to Log In

  1. Open Customer Manager in your web browser.
  2. Enter your Access Code in the first field.
  3. Enter your Username.
  4. Enter your Password.
  5. Click Sign In.

After a successful login, you will be redirected to the Home Page.

Login Issues

If you cannot log in, verify that your access code, username, and password are correct. Contact your administrator if you continue to have trouble or need your password reset.

Session

Your login session is maintained while you use the application. If you close the browser or your session expires, you will need to log in again.

Logging Out

To log out, click your user avatar or username in the top-right corner of the application header, then select Logout from the dropdown menu.