Invite a client to the Client Portal
Before sending the invitation
Before you invite your clients to use your Client Portal, make sure that your Portal is enabled and configured (see the Configure the Client Portal article).
Prerequisites
Before you can send the invitation to the Client Portal, your client profile has to meet the following criteria:
Client status assigned properly. The client needs to be assigned to a client group with access to the Client Portal (see the Configure the Client Portal - Configure the client groups and rights article).
Client Portal access allowed.
To check both of those requirements, go to the Clients module > Client profile > Main Data tab > System accounts subtab.
In the Access Rights section, check the client’s status. The Active staus gives your client access to the Client Portal, the Potential or Inactive statuses deny it. To change the status, go to the Identification Data subtab.
If you want to give access to the Clients Portal to a potential client, uncheck the Assign to Status box and assign a client to the Clients with status: Active group.In the Client Portal Settings section, chek the Client Portal Access Allowed box.
Send the invitation
Sign in to the Home Portal.
Go to the Clients module.
Locate the client in question and click the corresponding icon.
Go to the Main Data tab > System accounts subtab.
Click the Send Welcome E-mail button.