ServicePortal Invitations

From AgileApps Support Wiki

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
  • 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.