Open edit account form Select an Account, click on EDIT button and scroll down to the bottom of the EDIT ACCOUNT form.
On USER ACCOUNT section, click (+). This opens INVITE USER form with 3 required fields that you need to provide:
Email: Must have correct email format.
Username: can be a name, number, email address,…If there is no username inputted, the email address inputted on Email field will be used as the username. Username must be unique.
Display name
Click SAVE on INVITE USER form.Click SAVE on EDIT ACCOUNT form.
Invited customer users will be displayed on the USER ACCOUNT list.
Click SAVE on EDIT ACCOUNT form.
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Invited customer user will receive an email with the username, temporary password and the URL to access to the customer portal. They need to activate their account before using. See Login into Customer Portal |