Invite Contacts to the Service Portal

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:

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, an email that contains the invitation is sent to the user, using the Service Portal Invitation template

Service Portal Invitation template

>Email Templates > Service Portal Invitation

This Email Template is used to send a link to the Service Portal, inviting the recipient to use it. When they visit the portal, they are prompted to register using their Facebook, Twitter, or Google ID.