Your customers can access the portal in 2 ways:
- By inviting them manually from their Customer Profile Details page
- Customer creates their account through the portal email invite
You can invite customers to the portal by clicking the 'Invite customer portal' button on the Customer Detail Page.
No 'Invite to customer portal' appearing on customer detail page:
If the 'Invite to customer portal' button does NOT appear on the profile of the customer it means that the customer has created their portal account through the email invite or because they were already invited.
You can tell if the customer has an existing portal account if you see the 'Customer portal account created' text appear in the customer detail page
Confused about how our portal works? Email us for help at email@example.com