Send Bulk Customer Portal Invites
Last Modified on 03/16/2026 12:13 pm PDT
Pathway: Database > Send Bulk Customer Portal Invites
The Bulk Customer Portal Invites tool facilitates the mass distribution of portal invites to two groups: new users without a portal account and existing users who haven't accepted a previous invite. Multiple filter options are provided to limit the invite recipients.
Permissions
The following permission is required to use the Bulk Customer Portal Invite screen:
| Permission ID | Permission Name |
| 390 | Send Account Portal Invitations |
Field Descriptions
| Field | Description |
Account Division
| Limits recipients to those within the selected account division. After selecting a division, portal invitation detail counts are displayed as hyperlinks that can be clicked to review the details. |
Account Class
| Limits recipients to only those of the selected account class.
|
Bill Group
| Limits recipients to only those of the selected bill group.
|
Account Source
| Limits recipients to only those of the selected account source.
|
Site Source
| Limits recipients to only those of the selected site source.
|
| Accounts With Active Service | If selected, an email will only be sent to recipients linked to accounts with at least one active service. |
| Accounts With Balance Due | If selected, an email will only be sent to recipients linked to accounts with an outstanding balance.
|
| Restrict To Billing Contacts | Limits the portal invite to only be sent to the billing contacts of an account.
|
| Accounts Without Automatic Payment | If selected, limits the portal invite to only be sent to recipients of accounts that do not have automatic payment. |
Email From
| Field to enter the email address of the sender, or a no-reply email address. - Defaults to the email address assigned to the division (Setup > System > Division).
- Allows for manual entry of an email address.
|
Notification Template
| The template used to send portal invites. Templates are created and maintained in Setup > System > Notification Template. |
Send Bulk Portal Invites
Use the process outlined below to bulk send customer portal invites.
- Select the Account Division the bulk portal invite email is intended for.
- Further narrow down who should receive the portal invite by selecting options from the Account Class, Bill Group, Account Source and Site Source drop down fields.
- Additional checkbox options are available to further refine which recipients within the selected account and site filters will receive the portal invitation. These options allow the invitation to be targeted based on criteria such as accounts with active services or limiting delivery to only the billing contacts.
- Select the Notification Template you want to use to send the portal invitations. The Email From field will automatically populate with the division’s email address, this can be deleted and manually entered.
- By default the Limit to contacts without an existing invitation is checked. Uncheck this box to resend the invite to contacts who have previously received a portal invite and have not yet accepted it.
Click Send Email when finished.
Count Groups
After selecting an account division, the count totals for that division are displayed as hyperlinks. Clicking a count will open the Portal Invitation Details screen filtered to that specific count.
Related Articles
Notification Template
Division Setup
Customer Portal Setup
