How do I resend the customer portal invitation?

If your client cannot locate their original email invitation to your customer portal, it's easy to resend.

From the left navigation, go to Customers

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Select the customer

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Navigate to the Customer Portal section and if the customer has not activated their access, the status will say "Pending". Click Resend to send the invitation again.

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💡 Did you know: you can view the customer portal experience through your client's view here?