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Giving access to Customer Portal
Giving access to Customer Portal
Duygu Demir avatar
Written by Duygu Demir
Updated over 10 months ago
  • Navigate to the customers page.

  • Open a specific customer page.

  • Use the "Add Contact" option if your contact is not yet in the system.

  • Use the "Edit" button if your contact is already inserted.

  • Toggle on the customer portal access option.

  • Click on "Save."
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  • Your contact will then receive a new login link to login to the portal. (See the instructions for customer portal for further guidance.)
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