Enabling user verification for external entities

Use this procedure to enable verification for customer representative when their sign-in credentials are added or updated. A self-registering customer representative must provide the verification code on the outgoing email address. The customer representative email address that is registered as a user name can be modified by a user with a receivables administrator or receivables manager role. The customer representative is required to change the password.

  1. Sign in as an external entity administrator.
  2. Click the profile icon and select External Entity Management.
  3. On the external entity pane for Billing and Receivables, click the pencil icon and select Configuration.
  4. Click Enable User Verification.