Invite to Customer Portal

After turning on the Customer Portal you can proceed to invite your customer contacts.

In Teesom, navigate to your Customers page via the Main Menu. On the Customers page, click the '3 Dot' menu next to the relevant customer and select "Edit."
Then, on the "Editing Customer" screen,  click the “Advanced” dropdown and select “Contact Persons”:

Now click the '3 Dot' menu on the relevant contact and then select "Send Customer Portal Invite":

You can also click on "Invite New Contact" – which will send the contact a link, via email, to setup their customer portal account.

To learn more, please refer to: Setup Customer Portal & Invite Customers

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