Difference between revisions of "Invite Contacts to the Service Portal"
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Revision as of 23:43, 8 March 2013
Typically, contacts are invited to use the Support Portal when Self Registration 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:
- 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 Support Portal user
- When clicked, an email that contains the invitation is sent to the user, using the Support Portal Invitation template
