Difference between revisions of "Invite Contacts to the Service Portal"
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Typically, contacts are invited to use the Support Portal when | Typically, contacts are invited to use the Support Portal when [[Self Registration]] is turned off.<br>(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 Support Portal:''' | '''To invite a contact to use the Support Portal:''' | ||
# Go to the '''Contacts''' tab | # Go to the '''Contacts''' tab | ||
# Click on the contact you intend to invite | # Click on the contact you intend to invite | ||
# Click '''Actions > Invite to Portal''' | # Click '''Actions > Invite to Portal''' | ||
#* This choice appears only when the contact is not already registered as a [[ | #* This choice appears only when the contact is not already registered as a [[Service Portal]] user | ||
#* When clicked, an email | #* When clicked, an email is sent to the user, using the [[Service Portal Invitation]] email template.<br>When customers click the link to visit the portal, they are prompted to register using their {{SocialID}}. | ||
{{Note|<br> Portal users can be created only by inviting them, or by self-registration. They cannot be created directly. When you create a new [[User]]--even if you give them all the right settings (access profile, team, and role)--it's still not quite the same. Such a user will still see the [[Agent Portal]] after logging in, albeit with greatly reduced privileges.}} | |||
Latest revision as of 00:10, 12 June 2014
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 Support Portal:
- Go to the Contacts tab
- Click on the contact you intend to invite
- Click Actions > Invite to Portal
- This choice appears only when the contact is not already registered as a Service Portal user
- When clicked, an email is sent to the user, using the Service Portal Invitation email template.
When customers click the link to visit the portal, they are prompted to register using their Facebook, Twitter, or Google ID.
Note:
Portal users can be created only by inviting them, or by self-registration. They cannot be created directly. When you create a new User--even if you give them all the right settings (access profile, team, and role)--it's still not quite the same. Such a user will still see the Agent Portal after logging in, albeit with greatly reduced privileges.
