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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

  1. Requesting Portal Access for Contacts with Inactive Portal - step 1
    Step 1

    In this demo, you'll learn how a contact requests portal access when the portal is inactive. This demo uses this contact.

  2. Requesting Portal Access for Contacts with Inactive Portal - step 2
    Step 2

    Before you begin, configure the email notifications. Go to Settings, then configure System Settings. Go to the Portal tab and add email addresses.

  3. Requesting Portal Access for Contacts with Inactive Portal - step 3
    Step 3

    for admin users, then save. If left blank, all admins will be notified. Now, use the contact and

  4. Requesting Portal Access for Contacts with Inactive Portal - step 4
    Step 4

    attempt to log in to the portal. The contact logs in using their email. even if the portal is inactive.

  5. Requesting Portal Access for Contacts with Inactive Portal - step 5
    Step 5

    They see a request access prompt. Enter the name and request access.

  6. Requesting Portal Access for Contacts with Inactive Portal - step 6
    Step 6

    Once the request is sent, an email is sent to the address configured in the portal notifications.

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