Setting Up Customer Portal Access with Roles and Site Linking

Step-by-step instructions

1. 
   Step 1

   This demo shows how to set up customer portal access. First, add a contact with a first name. Add the last name and email.

2. 
   Step 2

   Enable the Active Portal setting and save. A prompt asks whether to link the contact to a customer. Confirm the link.

3. 
   Step 3

   Assign the customer and their role. In the Customer Role dialog, optionally set notification flags. Enable the option to display all sites related to this customer.

4. 
   Step 4

   This is optional but crucial for displaying all linked sites and records in the portal. Save the settings. After saving,

5. 
   Step 5

   Another prompt lets you link the contact to one or more sites. Select a site and its role. Optionally set notifications by

6. 
   Step 6

   enabling the notification flags. After saving, a credential email is sent with the portal link and password.

7. 
   Step 7

   Use this to log in to the portal. Once you log in, you will see all linked sites and records in the portal.