How do new Portal users get added?
January 19, 2016 |
One of a couple ways:
- You can add portal users to your CRM (which ever entity that may be) with just enough information to facilitate an automated outgoing invitation email that prompts them to log in and fill out the rest of their profile.
- Or if there is a portal admin already designated with your external partner (thus already using the portal), they can add new users.