Difference between revisions of "ServicePortal Invitations"
From AgileApps Support Wiki
imported>Aeric |
imported>Aeric |
||
| Line 12: | Line 12: | ||
<noinclude> | <noinclude> | ||
[[Category: | [[Category:Service Portal]] | ||
</noinclude> | </noinclude> | ||
Revision as of 22:33, 13 May 2013
Typically, contacts are invited to use the Support Portal when Self Registration is turned off. (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 Service Portal:
- Go to the Contacts tab
- Click on the contact you intend to invite
- Click Actions > Invite to Portal
- Notes:
- This choice appears only when the contact is not already registered as a Service Portal user
- When clicked, a portal username and password are created. The Service Portal Invitation email template is then used to send the portal link to your customer, along with the username and password.