Customers, Sites & Contacts
Requesting Portal Access for Contacts with Inactive Portal
In this demo, you'll learn how a contact requests portal access when the portal is inactive. This demo uses this contact.
Step-by-step instructions
Step 1In this demo, you'll learn how a contact requests portal access when the portal is inactive. This demo uses this contact.
Step 2Before you begin, configure the email notifications. Go to Settings, then configure System Settings. Go to the Portal tab and add email addresses.
Step 3for admin users, then save. If left blank, all admins will be notified. Now, use the contact and
Step 4attempt to log in to the portal. The contact logs in using their email. even if the portal is inactive.
Step 5They see a request access prompt. Enter the name and request access.
Step 6Once the request is sent, an email is sent to the address configured in the portal notifications.