Update User or Existing Contact in the Customer Account Portal

As the Portal Manager, you can edit the Contact’s information (e.g. email, name, userID, title, phone, address, and role) and change Contact’s status (e.g. active / inactive). This article will guide you through the process of managing your contacts in the Customer Account Portal.

Applies To

Portal Managers that are needing to modify or edit contact information in their Customer Account Portal.

Requirements

• Valid Login for the Customer Account Portal

• Must be designated as a Portal Manager

Procedure

Login to https://portal.abacusnext.com/#/login and with your credentials:

Email (User Name) and Password

Select EMPLOYEES from the top menu.

 In the Employees List screen, select the Contact from the list to edit.

The Edit Contact screen will open. Here you can update the contact information as needed. Additionally, you can mark a user as Inactive to remove their access to the Customer Account Portal.

Click Save to apply the Contact’s updates.