Customer Portal Access

Step-by-Step Instructions

1. 

   Navigate to Contacts from the left sidebar to view your contact list.

2. 

   Use the search bar to find the contact you want to grant portal access to.

3. 

   Click on the contact name to open their record and review their details.

4. 

   Click Edit, toggle the Active Portal option on, then click Save.

5. 

   Click the Customers tab on the right panel and select Manage Customer Roles.

6. 

   Select the customer, assign a role, and ensure Display All Sites in Portal Related to This Customer is checked. Click Save.