Granting Members Portal Access to Customers
  • 04 Nov 2021
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Granting Members Portal Access to Customers

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​​Members and contacts automatically get access to the Members Portal when they sign up via the Members Portall. If you add customers from the Admin Panell, you have two options:

  • Granting Members Portal access to new customers as you register them
  • Granting Members Portal acccess to existing customers from the customers list

Granting Members Portal Access to New Customers

The easiest way to grant your customers Members Portal access is to make sure the Send a welcome messag toggle is enabled when you add a new customer from the Admin Panel.

Customers_PortalAccessEmail.png

Customers who are registered with this toggle enabled automatically receive an email notification with a temporary password, prompting them to log in and define their own password.


Granting Members Portal Access to Existing Customers

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click Operations > Members and Contacts.

Customers_Path(1)

  1. Tick the checkbox next to every record you want to edit.

  2. Click Grant online access in the Bulk actions menu.

  3. Click Yes, do it to confirm.

You've successfully granted Members Portal access to the selected customers. They'll receive an email notification with a temporary password, prompting them to log in and define their own password.


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