Add Portal User

You can add a contact as portal user from the contact detail page. The contact can then log into the customer portal to track requests, add requests and view solution. For more details, please visit customer support portal.

To add portal user, follow the steps given below:

1. Open any contact.
2. In the contact detail page, click Add as Portal User button in the right pane.
3. Click Continue.
   
   
4. Portal invitation sent message is displayed.
   
   
5. Customer has to join as portal user in the link sent through e-mail.