Invite Contacts to the Service Portal

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:

1. Go to the Contacts tab
2. Click on the contact you intend to invite
3. 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