To access the Portal successfully, the following steps must be completed.

Your Portal access is created using the email address provided to Fenergo. If you are expecting access, ensure you have received your invitation or welcome email.

Before logging in for the first time, verify your email address. If the verification email is not in your inbox, check your Spam or Junk folder.

Once your email is verified, log in using your credentials. If you forget your password, use the Forgot Password option to set a new one.

Journeys available in the Portal depend on how your organisation and products are configured.

Your user account must be linked to the correct Legal Entity (LE) within your organisation. This ensures you can see the Journeys relevant to your business.

A Journey will appear in the Portal only if it has been configured for external (portal) use. This ensures you see only the Journeys intended for client interaction.

Some Journeys begin only when specific conditions are met. These conditions are part of your organisation's configuration and may include data, events, or selections made in the Portal.

Tasks are items assigned to you through a Journey or workflow.

Tasks will appear in the Portal once they are fully approved and active in the system. Tasks that are still in draft or under review may not yet be visible.

Some Tasks include custom components. Availability in the Portal may depend on whether the component is supported in the Portal environment.

Tasks visible in the Portal are assigned directly to Portal users. Tasks assigned to internal teams will not appear in the client Portal.