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Aura - Panel

tab	1
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body	<p><br /></p>

Accessing the NYSERDA Partner Portal is required when accessing project records, submitting deliverables, and raising invoices. In order to access the NYSERDA Partner Portal, Contractors must first create an account following the NYSERDA Portal Registration Instructions on this page.

Please contact SalesforceSupport@nyserda.ny.gov if you experience login issues with the NYSERDA Partner Portal.

Aura - Tab Group

settings

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tab

1

Aura - Tab

title	Access Setup

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Setting up Your Partner Portal Acess

UI Steps

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UI Step
Once you are registered in Salesforce you

Initial Login

You

will receive an email from the NYSERDA Partner Portal to activate your account and set your password. Click the

hyperlink in the message to open the Change Your Password page

To get started, create a password hyperlink in the email to begin this process. You will be directed to the Change Your Password page for the NYSERDA Portal.

Warning
Please note that if you are applying for one of our funding opportunities, you must log in via the Apply Online link within the email instead.

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title	Screenshot

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UI Step
On the

“Change

Panel

borderColor	#006ca6
titleColor	#ffffff
titleBGColor	#006ca6
title	Passwords Match

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After you have reset your password, navigate to

Change Your

Password” page, enter a password in the “New Password” field. The password must use at least:

15 characters
1 uppercase letter
1 lowercase letter
1 number
1 special character (e.g. $ or &)

The page displays a checkbox confirmation when meet each requirement.

After you have created a password, re-enter it in the Confirm New Password. The system will indicate if the passwords do not match.

Panel

borderColor	#006ca6
titleColor	#ffffff
titleBGColor	#006ca6
title	Passwords Do Not Match

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Password page you will be prompted to set your password. Follow the guidance to ensure your password conforms to the requirements listed. Re-enter your password in the Confirm New Password filed, then click Change Password.

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title	screenshot

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Aura - Tab

title	Portal Login

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Logging into the NYSERDA Partner Portal

UI Steps

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UI Step

After you have set your password, return to the

UI Button

url
color	blue
size	small
icon	link
title	NYSERDA Parner Portal

https://portal.nyserda.ny.gov/login

to return to the Portal. From here, simply enter your username and password and click “Log In” to access your account.

Logging Into the Salesforce Portal

.

UI Step

Then, enter in your Username and Password, and click Log In to access your NYSERDA Portal account.

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title	Screenshot

Image Added

Aura - Tab

title	Password Reset

Panel

borderColor	#002D72
bgColor	#F3F4F9
titleColor	#ffffff
borderWidth	1
titleBGColor	#002D72
borderStyle	none
title	Resetting your Partner Portal Password

UI Steps

size	small

UI Step
On the NYSERDA Partner Portal log in page, click the Forgot Your Password? button to navigate to the Portal Password Reset page

Navigate to https://portal.nyserda.ny.gov/login. Enter your username and password and click “Log In” to access your account

.

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title	Screenshot

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If you forget your password or need to reset it, click Forgot Your Password? and follow the directions in your browser.

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UI Step

On the Portal Password Reset page enter the email address associated with your NYSERDA Partner Portal account, then click the Reset button. Instructions on how to reset your password will be sent to the email provided. Follow the instructions in that email to reset your password.

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title	screenshot

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HTML

<style type="text/css">
.aura-header {
padding-top: 10px!important;
padding-left: 10px!important;
padding-right: 10px!important;
}
.aura-headline {
padding-bottom: 10px!important;
}
.aura-body {
padding-left: 5px!important;
padding-right: 5px!important;
padding-top: 5px!important;
padding-bottom: 5px!important;
}
#title-text { display: none;}
#breadcrumb-section {display: none;}
#system-content-items, #content-metadata-attachments { display: none; }
.aui-nav-imagelink {
display: none!important;
}
.panel, .alertPanel, .infoPanel {
margin-top: 0px!important;
}
.panelHeader {
font-size: 20px;
padding-top: 5px!important;
padding-bottom: 5px!important;
}
.panelContent {
display: none;
}
.aura-tab-content {
margin-top: 0px!important;
padding-top: 0px!important;
}
</style>

HTML
<script type="text/javascript" > jQuery(document).ajaxComplete(function() { if(jQuery('.ia-fixed-sidebar.collapsed').length == 0 ) { jQuery('.expand-collapse-trigger').click(); }; }); </script>

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Versions Compared

Old Version 1

New Version Current

Key

Initial Login

Logging Into the Salesforce Portal