After you have added your customers, you can add user accounts for your customers. You can enable the Customer Portal access for the users while creating them. These users will have access to the Customer Portal and can create work orders.
Steps:
Open the customer account for which you want to add user accounts.
Go to the “User Accounts” tab and click on “Create a user”.
Enter the user details
Full Name
Job Title or Function
E-mail
Access
Landline Number
Phone Number
Click on “Save the User” to add a new user account for the customer.
If you choose to give access to the users, they will receive an email notification with login credentials to the Customer Portal.