customer-portal
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- Release Notes
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- Inviting a User
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Customer Portal
Last updated Aug 29, 2024
Inviting a User
Only Customer Admin users can invite Customer Regular or other Customer Admin users to Customer Portal. A Customer Admin user can invite as many users as needed
To invite a user:
- Go inside the Company tab, in the Team Users section.
- Click Add New User.
- Fill in the fields of the Invite new users to your team entry form.
- Click Send Invite.
You can add maximum five users at a time, inside the Invite new users to your team entry form.
Note: It is required to
use a business email, not a personal email, to send an invite.
