View source for Invite Contacts to the Service Portal

Typically, contacts are invited to use the Support Portal when [[Self Registration]] is turned off.<br>(If it's turned on, you only need to send them a link, or put the link on your website.)

'''To invite a contact to use the Support Portal:'''
# Go to the '''Contacts''' tab
# Click on the contact you intend to invite
# Click '''Actions > Invite to Portal'''
#* This choice appears only when the contact is not already registered as a [[Service Portal]] user
#* When clicked, an email is sent to the user, using the [[Service Portal Invitation]] email template.<br>When customers click the link to visit the portal, they are prompted to register using their {{SocialID}}.

{{Note|<br> Portal users can be created only by inviting them, or by self-registration. They cannot be created directly. When you create a new [[User]]--even if you give them all the right settings (access profile, team, and role)--it's still not quite the same. Such a user will still see the [[Agent Portal]] after logging in, albeit with greatly reduced privileges.}}