To give customers access to the customer portal, you must enable the Portal Use
r field in Contacts.
When you do this, your customers will receive credentials on their contact email address, using which they can log in to the customer portal.
Follow these steps to give access to the customer portal to a contact:
- Click the Menu icon.
- Go to Essentials.
- Click Contacts.
- Select and open a contact record for which the customer portal must be enabled.
- Click Deep Dive.
- Look for the Portal User field and enable it.
- Click Save.