How do I give my customers access to the customer portal?

To give customers access to the customer portal, you must enable the Portal User field in Contacts.
When you do this, your customers will receive credentials at their contact email address, which they can use to log in to the customer portal.

Follow these steps to give access to the customer portal to a contact:

1. Log in to the CRM.
2. Click the Menu icon.
3. Go to Essentials.
4. Click Contacts.
5. Select and open a contact record for which the customer portal must be enabled.
6. Click Details tab. 
7. Look for the Portal User field and enable it. 
8. Click Save.