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Logging into the Consumer Portal as the Consumer

  • Updated
Doc. Number Article Title Effective Date Version
FHC-XX Logging into the Consumer Portal as the Consumer May 20, 2026 0.5

 

This article was developed to describe the steps involved in logging into the Consumer Portal as the Consumer. It is organized into the following sections:

Overview

DRSP agents can access the Consumer Portal via the Client Dashboard in the FORTH CRM, allowing them to better assist consumers and compare data issues. When a consumer contacts an agent for assistance, the agent can see exactly what the consumer does and troubleshoot issues in real-time.

How to Access

To have access to log in as the consumer, the permission to do so must be activated.

  1. Go to the Admin tab and click Roles.
  2. Select an existing Role from the dropdown menu located at the top left of the page.
    Admin Tab to Roles Page View Dec2025.png
  3. Scroll down to the Contacts section and select the Login as Consumer checkbox (see red highlighted box below).
    Admin Tab to Roles to Contacts to LoginAsConsumer May2026.png
  4. Click Save at the top left of the page in the navigation bar.

How to Use

Logging in as a Consumer

  1. Go to the contact's Client Dashboard you wish to view.
    Client Dashboard View Sample Jun2025.png
  2. On the left side of the page, scroll down to the Customer Portal section.
    Login as Consumer Button with Domain Already Set May2025.png

  3. Click Login as Consumer. You should now be looking at the consumer portal.
    Debt Settlement Login May20261.png

    OR

     Consumer Portal for DebtValidation Login.png

Defining Roles and Permissions for the Portal

Below is a chart displaying the permissions the DRSP Agents and DRSP Customers have. They are as follows:

permission_roles.png
 

Article Version History: 

Version Effective Date Description
Basic 10/28/2020 Initial Release
0.1 11/22/2022 Minor Updates; formatting tweaks
0.2 10/26/2023 Added header and version control footer; refreshed screenshots to improve legibility and better match the current user interface.
0.3 05/22/2024 Refreshed one screenshot to improve readability; no other changes were made.
0.4 05/22/2025 Replaced one screenshot to reflect a new location for domain selection.
0.5 05/20/2026 Established new section header titles and minor formatting tweaks; updated screenshots to reflect user interface updates.
     
     

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