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      Activating Members for Portal Access

      Learn how to activate portal access for customer team members.

      Adding members to a customer team does not automatically grant them portal access. Follow the steps below to activate their portal access.

      1. Access the Portal Tab
        1. In the Customer Team Profile, navigate to the Portal tab in the menu bar.
      2. Locate the Members Table
        1. Once in the portal tab, find the member in the Members Table who you wish to grant portal access to.

      3. Update Member Access
        • Use the icons on the right to update the member’s access. These will also allow you to send portal invitations, or edit member information.

        • Check the Portal Access box to grant the member access to the customer portal.
        • You can also update their role to ensure their permissions align with the type of access they need. After making the necessary changes, click Save.

      4. Send Portal Invitation
        1. After granting access, send an invitation to the member by clicking the Resend Invite button.
        The member will receive an email invitation to join and sign in to the customer portal, to learn more about activating your portal, click here.