How do I invite a customer to the portal?

You will have emailed someone a link to create their portal account.

Before you start

You need permission to write customers, and the site must be able to send email (Site Settings → Email). The Customer accounts tab shows whether email codes work.

Steps

1. Open CRM → Customers and press Invite Customer.
2. Enter the customer's email and first name (last name is optional).
3. Choose how long the invitation lasts, from 1 to 365 days (the default is 14).
4. Send.

What you will see

An Invited row is created and the customer gets an email with a register link. The All customers tab does not show invited customers; look in the Invited tab. When they register, the row becomes a normal customer.

If something goes wrong

• A second invitation to the same email while one is outstanding is refused.
• If the invited email already belongs to a customer, open that customer instead.
• If neither email nor SMS codes can be sent, nobody can sign in; fix it in Site Settings.
• You can also set a portal password yourself on the customer's profile (Change password).