Difference between revisions of "ServicePortal Invitations"
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Typically, contacts are invited to use the Support Portal when [[Service Portal#self_registration|Self Registration]] is turned off. (If | 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:
- 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.