Consumer vs Customer registration process
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01-20-2025 06:17 AM
Guys , I am working on CSM OOB implementation and want to know registration/ onboarding process for Consumers and customers both..
For customers I see self registration option available in OOB CSM portal but for Consumers I don't see that option. Please help and route me to right direction.
Thanks
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01-20-2025 08:09 PM
HI @Kush Sharma ,
You ae right about Customers using OOTB CSM Portal.
Similarly for Consumers, you have CSP Portal for their onboarding ,Register for the Consumer Service Portal to gain access and create a consumer profile.
- Go to the Consumer Service Portal page by accessing your instance URL and adding a /csp suffix.
For example, https://example.com/csp.
- Select Register in the portal header.
- Fill in the fields on the registration form.
Your email address must be unique. If you enter an address that is already in the system, you receive an error message. Try again with a different email address.
- Select the Security Code check box, complete the CAPTCHA validation, and click Verify.
- Select the check box to agree to the privacy policy and to the community terms and conditions.
- Select Sign Up.
A verification email is sent to the email address you provided.
- Click the link in the email to verify your email address.
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01-20-2025 10:19 PM
Hi @Community Alums Register option is not available in CSP , its available in CSM portal .....
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01-20-2025 10:40 PM
Hi @Kush Sharma ,
Did you create the consumer record? If you have logged in , then you will have that option .
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01-20-2025 10:44 PM
Hi @Community Alums - I can only see this option in CSM portal not in CSP .. Attached snapshot