Skip to main content

18.3.1 Enabling the customer portal for a user

Only thecontacts contactspresent in your vtevtenext can be enabled in your customer portal. Insidefor the singleCustomer Portal. Within the individual contact card,record, flagit's necessary to check the control boxcheckbox in the PORTAL USER blocksection and enterinput a start support start date and an end date.

WhenUpon enabling the flag is enabled,checkbox, the system autonomously sends a message to the email address indicatedprovided in the contact's email fieldfield, withcontaining the credentials to access yourthe portal.Customer Portal. The dates,specified on the other hand,dates determine the effectiveactual access period you allow your customer.period.

18.3.1 [1].pngFOTO

Additionally, it will be necessary to choose the Profile that the specific Portal User will have for their usage and viewing. The Profile determines how each portal user sees their data and how they can interact with the available modules.

FOTO