Back to How to VideosHow to Grant Portal Access to Customers
Step-by-Step Instructions
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Navigate to Contacts and search for the customer you want to grant portal access to.
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Click Edit. Toggle Active Portal to On, then click Save. Click Customers in the left pane and select Manage Customer Roles.
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Select your customer and assign the appropriate roles. Ensure the option Display all sites in portal related to this customer is checked, then click Save.
