How to Grant Portal Access to Customers

Step-by-step instructions

1. 
   Step 1

   Navigate to Contacts and search for the customer you want to grant portal access to.

2. 
   Step 2

   Click Edit. Toggle Active Portal to On, then click Save. Click Customers in the left pane and select Manage Customer Roles.

3. 
   Step 3

   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.