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Bypassing Email Confirmation in the Portal

Written by Matt Harris

Bypassing email confirmation

How to manually confirm a customer's email address when their verification code never arrives.



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A customer creating an account in the app must verify their email address with a code sent to the address they entered at signup. When that email does not arrive, you can confirm the address manually from the Portal.

Do not: Do not bypass verification without confirming you are speaking to the account holder. This step exists to prove the customer owns the email address, and skipping it on an unverified request hands the account to whoever asked.



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Confirming an email manually

To bypass email verification, follow these steps:

  1. Open the Portal and select Users & Accounts, then Users (Unconfirmed).


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    Users (Unconfirmed) in the Portal sidebar


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  2. Enter the customer's email address into the search bar.

  3. Select the checkmark to the right of the email address that appears. The email is now confirmed.


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    The confirm checkmark beside a customer email address


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  4. Ask the customer to close and reopen the app. They can then continue signup.



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If the address will not come up

Caution: When a customer asks for manual confirmation, the usual cause is a typo in the email they entered at signup. If the address does not come up in search, try partial combinations of what you know rather than assuming the record is missing.

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