Overview

Once the purchased DeliverySlip subscription has been successfully provisioned, the Customer Portal must be setup in the Secure Messaging System before your Customer (Account Administrator) can begin using DeliverySlip.

Follow the instructions below to set up the Secure Messaging Customer Portal.

 Process

  1. Log in to the Customer Control Panel

 

  1. From the left-side menu options select Secure Messaging App

 

  1. On the ‘Secure Mailbox Users’ page, select the ‘Customer Portal’ tab

 

  1. The Customer Portal form is auto-filled, please ensure the information is accurate.
    1. Check Customer Info
    2. Company contact Info
    3. Company Address Info
    4. Click on Save

 

  1. You will get a pop – up message “New Customer Portal is created.”

 

  1. You can see Customer Portal information in Customer Control Panel and Sync Data.