How do I invite a customer?

Inviting a customer can be accomplished two ways!

This can be accomplished by going into a portal and clicking on "Invite Guest" this will prompt you for the user's name and email.

  1. Navigate to the portal you wish to give said customer access to.
  2. Top right you will see a "Invite Guest" button clicking that will prompt you for their name and email.
  3. That's it!