Portal Login Process

The change that will require contacts to use an email address as their username when logging into the portal will be rolled out to different MLSs, starting today, over the next two weeks. If the portal login process has not changed for your contacts today, expect to be notified by your MLS of the release date for this feature.

Note: Only the login process is affected by this staggered release date, the changes to the labels within portal collections, while working on behalf of a contact, and within the apps and mobile website is in effect for all MLSs as of today January 25.

Below is a summary of the change for logging into portals.

Portal Change: Login with Email Address and User Defined Password
Currently, consumers login to the customer portal with a username and password the agent sets up for them. There are three problems with this: (1) agents are required to manage usernames and passwords; (2) consumers cannot easily control and reset their own password; and (3) usernames and passwords change per agent instead of sticking with the consumer. Allowing consumers to manage their own account and preferences when interacting with Flexmls products will allow future consumer-focused improvements, like the upcoming Flexmls consumer app for iOS (expect an announcement detailing the consumer app within the next few weeks).

With this update, to make the login easier to remember, the client’s email address will be used for the username. When existing users log into the portal, the system will prompt them to confirm the email address they’d like to use as their username and to set a password for that email.

As they are in control when setting their new username and password, customers will only have to remember their email address and the password they set themselves, which should make it easier to remember.

If they forget their password, they can click the Password not working? link on the portal login page. If they ask you to reset their password, access their record in Contact Management, go to the Portal tab, and click the Reset Account option at the bottom of the screen.

To invite an existing contact or a new contact to use the Portal, select the contact in Contact Management and click on their Portal tab, then click Invite to Portal.

A popup text box will open, allowing you to modify the portal invitation message from your Portal Preferences. Notice, you no longer have to set a username and password. Click Send to send the invitation.

Your contact will receive an invitation to the portal in their email. When they click the My Portal link, they will be able to set their email username as well as their password.

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