Difference between revisions of "ServicePortal Invitations"

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Typically, contacts are invited to use the Support Portal when [[Service Portal Invitationl#self_registration|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.)  
Typically, contacts are invited to use the Support Portal when [[Service Portal#self_registration|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:'''
'''To invite a contact to use the Service Portal:'''
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:* This choice appears only when the contact is not already registered as a Service Portal user  
:* 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.
:* 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.
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[[Category:Service Portal]]
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Latest revision as of 19:55, 31 July 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:

  1. Go to the Contacts tab
  2. Click on the contact you intend to invite
  3. Click Actions > Invite to Portal
    ActionInvite.png
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.