Customer Portal
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      3. Customer Portal

      How can I activate the customer portal for multiple clients?

      With this simple batch process, you can enable the customer portal for one or many clients in just a few clicks.

      From the left navigation, select Customers

      dashboard_customers

      From the list of customers, you can use the checkboxes along the left side to select any clients that you want to include in your batch action.

      💡 Did you know: the top left checkbox in any list view will select ALL records on the screen?

      customer_portal_batch_enable1

      A confirmation message will be displayed. Click the Activate button to activate all and send an email invitation.

      customer_portal_batch_enable2