SALESFORCE CUSTOMER PORTAL USER GUIDE
July 2023
Introduction
Welcome to the members portal user guide. We are undergoing lots of updates to make the portal work as conveniently for you as possible. We understand that going digital means a big change in how you deal with and process your RSPCA Assured membership, but we are here to help you every step of the way.
How do I log on to the portal?
To login please click here and enter your Username and Password.
If you have not logged in before or are having any difficulties please contact Membership Services.
How do I view my certificate?
To view the certificate for a site please visit the homepage. Then, click on the ‘Download Site Certificates’ button on the right-hand side of the screen.
Then select the certificates you would like to download and they will automatically appear in your download folder.
How do I view my site accounts?
Click on the ‘site accounts’ button on the navigation bar.
Here, you will see all the sites that are associated with you. You can see their status and the site details that we hold on our system.
To make any changes to site addresses please contact Membership Services via email: help@rspcaassured.org.uk.
How do I view my site units?
Click on the ‘Site Units’ button on the navigation bar.
Then click on the Report button in the middle of the screen.
This report allows you to review the status of the unit, and see all of the information that we hold on our system for it.
If you have a haulier membership you can also view the vehicle details here.
Please note the description field is shown on your certificates. To export your report to an Excel format, click on the ‘export’ button on the right hand side of your screen.
How do I view my assessment information?
Click on the ‘site assessments’ button on the navigation bar.
The report shows you assessment information per site, including the allocated assessor and dates of the assessment. It includes all assessments that have taken place, as well as if you have an assessment due.
The assessment status can be one of the following:
To export your report to an Excel format, click on the ‘export’ button on the top right-hand side of your screen.
How do I view my contact details?
Click on the ‘contacts’ button on the navigation bar.
Contacts are split into 2 sections:
How do I edit a contact?
Click on the ‘edit’ button in the top right-hand corner of the screen.
Update the information fields and then press ‘save’.
How do I add a new contact?
Click on the ‘new’ button in the top right-hand corner of the screen.
Complete the fields and press ‘save’.
How do I delete a contact?
Select the contact in the first column and press ‘delete’.
How do I assign contact roles?
To help us manage your membership as the portal develops, please assign the following 4 ROLE TYPES to AT LEAST ONE of your Head Office contacts.
To do this, please click the ‘edit’ button on the right-hand side, update the role and then press ‘save’.
To change the Head Office Primary Contact please get in touch with Membership Services via email: help@rspcaassured.org.uk
I still need help!
We are sorry to hear that you are still having issues with the updated salesforce system.
For more information please visit the HELP page on the members portal. Alternatively, please contact membership services via their email address: help@rspcaassured.org.uk, or by phone: 01403 286170 (lines are open Monday to Friday 9 am to 5 pm).