How to give a customer access to the portal

Name: Arkon One: How to give a customer access to the portal
Duration: 52 s
Description: How to give a customer access to the portal. A step-by-step walkthrough of the screens, buttons and fields involved.

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How to give a customer access to the portal. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

Open Administration → Logins (Owner / Administrator).
Under Add a login enter the contact's Name and Email or username.
Choose the role Customer (Portal) and pick the Customer whose data they should see. Always choose the customer.
Enter a Password or leave it empty to email an invitation link.
Press Add login.

Tip

A portal login only ever sees that one customer. To stop access, press Disable on the login. Passwords follow the same rules as staff (at least 10 characters, letters and a number).

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