How to Invite Your Customers to Customer Portal

Begin on the Contacts Listing screen, and click the ID number next to the contact you’d like to invite

>>>NOTE: An email must be attached to the contact in order for them to receive your invitation

You will now see the Contact Detail Screen

Click Invite to Customer Portal in the upper right corner of the screen

>>>> A green success bar will appear at the top of the screen indicating that an email with instructions has successfully been sent to the customer