Pathway: Accounts > Contacts
Grant contacts access to their customer portal account by following the process outlined below. Contacts can be added at either the site level or account level, depending on the level of access you want to provide within the portal.
Prerequisites
A contact must be added to the account or site before they can be granted access to the customer portal. More information about creating or adding a contact to an account can be found here: Add and Edit Account Contact.
Edit Contact
Open the Contacts screen and double-click the contact you want to grant portal access to. This will open the 'Edit Contact' popup, where you can send the portal invitation and enable access at either the account level or site level using the Details and Customer Portal Access tabs.
Auto Send Portal Invites [Optional Setup]
This optional setup allows portal invitations to be automatically sent to contacts when they are created. To enable this, select 'Yes' for the 'Auto Send Portal Invitation on Contact Creation' setting in the Account Class Setup screen. Once enabled, a portal invites will be sent to new contacts, provided a valid email address is entered.
Self Register Setup [Optional Setup]
This optional setup allows customers to self-register for a Customer Portal account using information from a recent invoice.
System Settings: System Options [Customer Portal]
To allow customers to request portal access from the sign-in page, enable the "Enable Request Login Button" setting in the Customer Portal section of System Options Setup.
System Settings: Account Class [Customer Portal]
Enable "Allow Invoice-Verified Self Registration" in Account Class Setup to allow customers to self-register for a portal account using a recent invoice that includes an invoice number and either a quick pay code or an account number.
