Invite a portal user
These steps show you how to invite an external contact to the customer portal. The user gets read-only access to the locations you assign. For the Admin role.
Before you start
Section titled “Before you start”- A customer with locations.
- The Admin role.
- Choose Settings in the sidebar and open Portal users.
- Choose Invite portal user. The window opens.
- Fill in First name, Last name, and Email, and choose the Preferred language.
- Choose the Customer and set, under Access to locations / regions, which locations or regions the user may see.
- Choose Invite.
Result
Section titled “Result”The portal user receives an invitation to set a password. After that, they see only the assigned locations in the portal.