Invite Contacts to the Service Portal

Contacts > {contact} > Actions > Invite Contact

In some cases, it makes sense to allow Service Desk users to [[Template:HelpDesk:Customizing the Service Desk#self-register|self register]]. For example, if a product is sold through retail channels, customers will come to the service desk through the organization's website, and register for support. In such circumstances, there is rarely a need to invite contacts to the Service Desk (although it can be done).

In other cases, access to the Service Desk is much more restricted. In a B2B setting, for example, only employees of the client company will be eligible to register as service desk users. In those cases, you'll invite contacts.

To invite a single contact to use the Service Desk:

1. Go to the Contacts tab
2. Click on the contact you intend to invite
3. Click Actions > Invite to Portal
   
   • This choice only appears if the contact is not already registered as a Service Portal user
   • When clicked, an email that contains the invitation is sent to the user.
   • The __TBD: template __ is used to formulate the email

__TBD: WILL THIS WORK?
__ To invite multiple contacts to use the Service Desk:

1. Go to the Contacts tab
2. Make a fictitious contact with your email address
3. Invite the fictitious person, as above.
4. When you receive the email, forward it to the list of people who need to be registered