What is Self Service?
Your customers can access all of their information online using the Self Service customer portal.
What is a magic link?
Self Service is completely secure and does not require a user name and password. Access to Self Service is provided by a 'magic link' that is created with an email from your Receivables account sent to a customer.
What if the magic link is lost or expired?
Sometimes the magic link can be expired or the email may be misplaced or deleted. You can now provide your customers a dedicated URL or address to your web page in order to request a new magic link and immediate access to their online account.
How to setup your unique URL or address to your web page
The web page address or URLs are setup at the company level within your Collect account.
The base URL is the same for all companies and you just need to add an easy and unique company identifier for your customers:
paperless.eco/company
To setup go to: Admin > Master File > Company
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Edit the company record
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In the 'Magic Link' section, enter a magic link code for your company and click the 'Validate' button
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You will be prompted to 'Try another' if the code is already taken
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If the code is unique, the Magic Link URL will be updated and display
This web page address or URL can be provided to your customers, added to any customer statements and/or invoices and even bookmarked for future reference as an easy way for your customers to request a new magic link and access to their online account.
Other items to update for your new web page:
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A company logo can be displayed and is recommended your new web page
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A company mail setting should be set and is also recommended. This email address will display on your web page and provide another way for your customers to contact you.
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Add your new URL to your customers statements and/or invoices that you send your customers in the mail
Is this new URL field available on Report Manager reports to print and mail to my customers?
There are 2 reports templates that now include this 'MagicLink' URL field. You can add this field to reports below by using the Report Manager:
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Statement
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Invoice
The field name is: MagicLink. Reach out to atcsupport@sage.com for assistance.
What will my customers see on my new web page?
Your new web page address or URL will display your company logo and prompt the user to enter their email address:
If email address is recognized and unique to a customer within this company, the web page will update, indicating a new magic link has been sent.
Your customer will receive an email with a new magic link for immediate account access to their account:
