The Customer's view of their Account looks much like the one that Admins can view, with these exceptions:
Login Access
Primary Account Holders have a toggle located under the Secondary Account Holder, like the one below, that gives the Secondary Account Holder shared login access.
Customer View
Internal Notes
Admins have Internal Notes on the Account page, Enrollee page, and Billing page. These are notes that only Admin Users can view.
Admin View
Program Action Buttons
Admin Users can see multiple extra things on the Enrollee page that Customers can't see. These include the enrolled on a date; a deactivate Account toggle, a "Go to" button where they quickly go to the Documents or Activities page, and an "Action" button where they can resend the email confirmation.
Admin View
Transactions
The Customer's Transactions page is the same as the Transaction History on the Billing page for an Admin, with a few key differences:
Transaction History
Besides having the option to post or edit transactions and create invoices, the Transaction History looks much the same for both Admins and Customers. There is one additional column on the Admin view called "Classification," which is usually just the Company name and is an internal setting.
Admin View
Printing/Downloading Transactions
Customers can download all transactions or print a statement or transaction summary. These are the only actions they can make on the Transaction page.
Customer View
Invoices
Customers can also view current, paid, and future Invoices (unless future Invoices have been hidden on the customer portal, which is a setting on the My Company page under Portals). Customers can only view their Invoices, they can't make any changes to them. Admin users can edit invoices, including deleting and adding charges and credits, or posting payments.
Customer View
Payment Plans
Customers can also view their Payment Plans and the payment events. They cannot make any changes to current Payment Plans or add additional Payment Plans. Only Admin Users can add or edit Payment Plans.
Admin View
Payment Methods
Both Admin users and Customers can view, edit, and delete any payment methods in the account. The customer view looks slightly different than Admins. Only Admin users can add or change additional payers on an account. Customers can only view the additional payer and any portion set for that payer.
Customer View
