As a user, you can give your customers access to the customer portal using several methods. An email address is required to send an invite. If no email address is entered for the customer contact, you will not be able to send an invite.
Note: Inviting your customer contacts to use the Customer Portal is a Pro-Tier feature and may incur additional charges.
Inviting a Customer to Customer Portal from the Customer Page
Creating a New Customer Contact and Sending an Invite
Navigate to the Company's Page
From the left side navigation menu, click on the Companies page
Access the Customers Tab
Navigate to the Customers tab
Locate the customer you want to invite in the customers table and click on their name
Create a New Customer Contact
If the customer contact does not exist, create a new one
In the New Contact modal, fill in the necessary details
Check the box that says Send invite to customer portal
Click Create to add the new contact and send the invitation
Sending an Invite to an Existing Customer Contact
Navigate to the Customers Tab
From the customers table, identify the existing customer contact you want to invite
Send Invitation
Click the three dots menu on the row of the contact
Select Send Invite from the dropdown menu
An invitation will be sent to the customer's email
Inviting Customer to Customer Portal from User Management Settings
Navigate to Settings
Go to Settings next to where your initials are
Access User Management
Click on User Management
Locate the customer contact in the user table
Send Invitation
Click the three dots menu next to the customer contact
Select Send Invite from the dropdown menu
An invitation will be sent to the customer's email
Resending an Invite
The Send Invite button will continue to be present until the customer contact creates an account. You can resend the invite by clicking the Send Invite button from the three dots menu.