How to invite guest in client portal?

To invite a new guest:
1. Log in to customer portal
2. Click on Manage contacts
3. Click on Invite User
4. Enter the guest Email Address and Name
5. From the same page configure the priviledge for the guest
6. click Submit

For Guest to accept the invitaion:
7. Guest will receive invitation link in his email (the email that entered in step 4)
8. Guest need to click the invitation link to accept the invitation (guest can also reject the invitation in the link)

Guest login:
9. Guest login with the same login page
10. When guest logging in, they can choose the client account to login to (if they have multiple clients account assigned)
11. After login, at the most top-left dropdown menu(click on the name) allows guest for quick switching between the client account.


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