Difference between revisions of "Invite Contacts to the Service Portal"
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Typically, contacts are invited to use the | Typically, contacts are invited to use the Support Portal when {{HDlink|Self Registration}} is turned off. (If it's turned on, you only to send them a link, or put the link on your website.) | ||
'''To invite a contact to use the | '''To invite a contact to use the Support Portal:''' | ||
# Go to the '''Contacts''' tab | # Go to the '''Contacts''' tab | ||
# Click on the contact you intend to invite | # Click on the contact you intend to invite | ||
Revision as of 23:38, 1 November 2012
Typically, contacts are invited to use the Support Portal when Template:HDlink is turned off. (If it's turned on, you only 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 Support Portal user
- When clicked, an email that contains the invitation is sent to the user, using the Support Portal Invitation template
