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Customer PortalAvailable

Manage Customer Portal communication preferences

Choose service and marketing email or SMS preferences for one business relationship and review the saved, read-only change history.

Before you start

Prerequisites and permissions

Have ready

  • A live invitation-created Customer Portal identity.
  • Current access to the exact business and Customer account.
  • One exact matching business Contact with a mobile number before changing SMS preferences.

Access rules

  • Preferences apply only to the selected business relationship.
  • Required account and security notices remain separate.
  • An SMS STOP suppression cannot be removed by this form.

Where to find it

Navigation map

Communication preferences
Customer Portal → Notifications → Communication preferences

Walkthrough

Step by step

  1. 01

    Confirm the business relationship

    Check the business and Customer shown in the Portal shell. The same identity may have more than one independent business relationship.

  2. 02

    Choose service and marketing channels

    Email and SMS choices are separate for service updates and optional marketing. SMS choices stay unavailable unless the business has one exact matching Contact with a mobile number.

  3. 03

    Save with current evidence

    Nenvik checks your current portal access and saves a new copy of your contact choices. Earlier choices remain in the history.

  4. 04

    Review preference and conversation history

    Use the histories on the same page to see recorded preference revisions and customer-safe SMS messages for this relationship.

Troubleshooting

If something does not look right

SMS choices are unavailable.

Ask the business to confirm that one active Contact matches the Portal email and has a mobile number. Ambiguous or missing matches fail closed.

A preference was not changed.

Refresh the page and try again. The record may have changed since the form was opened, or the current Portal relationship may no longer be eligible.

Keep going