Verification steps for client access to the Vello client portal
The Vello client portal has verification steps for client email addresses or mobile phone numbers. The verification steps are necessary before a client can get access to the client portal.
This table shows:
- Each method that a client uses to get access the client portal
- Verification steps for a client's email address or mobile phone number
| Access method for the client portal | Verification steps |
|---|---|
| A client selects a link in a text message reminder: | Vello automatically does verification of the client's mobile phone number. As a result, the client can sign in to the client portal with their mobile phone number. If the client wants to sign in with their email address and they did not use it for sign-in previously, email verification is necessary. To do email verification:
Note: As an alternative method for email verification, a client can select a button in an email reminder. As a result, Vello automatically does email verification and the client can sign in to the client portal with their email address.
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A client selects a button in an email reminder to get access to the client portal. The types of buttons that clients select include:
| Vello automatically does the verification of the client's email address. As a result, the client can sign in to the client portal with their email address. If the client wants to sign in with their mobile phone number and they did not use it for sign-in previously, verification is necessary. To do verification of a mobile phone number:
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| Verification of the client's mobile phone number is necessary. To do verification of a mobile phone number:
As a result, the client can sign in to the client portal with their mobile phone number. If the client wants to sign in with their email address and they did not use it for sign-in previously, email verification is necessary. To do email verification:
Note: As an alternative method for email verification, a client can select a button in an email reminder. As a result, Vello automatically does email verification and the client can sign in to the client portal with their email address. |
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Verification of the client's email address is necessary. To do email address verification:
If the client wants to sign in with their mobile phone number and they did not use it for sign-in previously, verification is necessary. To do verification of a mobile phone number:
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