Invite Contacts to the Service Portal

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
   
   • 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