AgileApps Support Wiki Pre Release

Difference between revisions of "Invite Contacts to the Service Portal"

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Revision as of 23:38, 12 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:

  1. Go to the Contacts tab
  2. Click on the contact you intend to invite
  3. Click Actions > Invite to Portal
    ActionInvite.png
    • 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
Retrieved from "https://agileappscloud.info/aadev-src/index.php?title=Invite_Contacts_to_the_Service_Portal&oldid=19439"