Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Log into http://myeverbright.com using your own personal login

  • Click the settings icon on the upper right, then click Admin

  • View the first tab - Users - and search for the homeowner

  • Check the status of their registration

    • Sort the list of users (clicking the “name” header will sort the list alphabetically by last name) to find the homeowner

    • If it’s been claimed (accepted), suggest that the simply reset their password on the login screen

    • If it hasn’t yet been claimed click on the homeowner’s name to access the account information and click the ‘Resend Claim Email’ button

  • If the homeowner has not received the email:

    • Verify the email address they’re using - is the spelling correct?

      • If correct, follow the process here to check send status of the email in SendGrid

        • Note that SendGrid only keeps data for about 2-weeks - so you will only be able to check the status of a recently sent email (you can resend it to them before checking SendGrid).

        • If email bounced, fix it, and then resend their invitation again

        • If SendGrid indicates the email was sent successfully, the issue is likely on their side - have them check their spam folder

      • If email address is not correct, or they no longer have access to that email address, first confirm the name, address and phone number on the account. Once verified, click on the edit user tab from the customer account and update the email address.

References

Check Platform-Sent Email Status Using SendGrid

How to help a customer update their contact information [MyEverBright Portal]