New Customer without Talos access:
We need to add customer's email in two places – Genesis and Talos
Normal Login:
Firstly, we will add their email to Genesis for which they will be receiving 2 emails – Verification and set up password.
Secondly, we will add then to Talos – For which they will receive email as well.
After they receive the email, they just have to verify and setup password for Genesis. They can click on the 'Login' button and can directly access the Talos from Genesis login. Meaning, they don’t have to action on the emails received from Talos as the communication will be handled internally between Genesis and Talos.
New/Existing Customer with an active Talos access:
If a new or existing customer has an active Talos, then they need to use the partner login feature.
Partner Login:
If a customer is already a Talos user and want to access Genesis then while creating a user in Genesis then they need to enable the partner login check box.
And they must user 'Partner login' button to access Genesis. They need to enter their Talos login credentials.