Before You Send the Invitation
Before you invite your clients to use your Customer Portal, make sure that your Portal is enabled and configured. You can find more details on the topic in the Configuring the Customer Portal article.
Before you are able to send the invitation to the Customer Portal, your client profile needs to meet the following criteria:
- Client status assigned- The client needs to be assigned to a client group with access to the Customer Portal. To learn more on the partner groups and rights in the Customer Portal, go to the Configuring the Customer Portal article.
- Customer Portal access allowed - This client is allowed to access your Customer Portal.
The invitations to the to the Customer Portal are sent from the client's profile already in the Home Portal.
To send an invitation to a given client, perform following steps:
|Sign in to the Home Portal of XTRF Platform.|
|Go to the Clients module.|
|Click theicon of the client who you would like to invite to your Customer Portal.|
|In your client's profile go to the Main Data > System Accounts.|
|In the Access Rights section go to the Assign to Group drop-down menu: your client needs to be assigned to a client group which is allowed to use the Customer Portal.|
|In the Customer Portal Settings sections make sure that the Customer Portal Access Allowed checkbox is selected.|
Click the Send Welcome E-mail button. If all settings for the given client are correct, the Home Portal will notify you that the invitation e-mail has been sent.
More information about the Customer Portal itself you can find in the: Customer Portal Help.