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

Revision as of 23:10, 31 October 2012

Contacts > {contact} > Actions > Invite Contact

In some cases, it makes sense to allow Service Desk users to [[Template:HelpDesk:Customizing the Service Desk#self-register|self register]].

To invite contacts to use the Service Desk:

Go to the Contacts tab
Click on the contact you intend to invite
Click Actions
- This choice only appears if the contact is not already registered as a Service Portal user
- When clicked, an email that contains the invitation is sent to the user.
- The __TBD: template __ is used to formulate the email

@@ Line 1: / Line 1: @@
-In progress...
+'''Contacts > {contact} > Actions > Invite Contact'''
+In some cases, it makes sense to allow [[Service Desk]] users to [[{{HelpDesk}}:Customizing the Service Desk#self-register|self register]].
+To invite contacts to use the [[Service Desk]]:
+# Go to the '''Contacts''' tab
+# Click on the contact you intend to invite
+# Click '''Actions'''<br>[[File:ActionInvite.png]]
+#* This choice only appears if the contact is not already registered as a [[Service Portal]] user
+#* When clicked, an email that contains the invitation is sent to the user.
+#* The {{TBD| template }} is used to formulate the email