Providing Access to Customer Portals
Every customer has a unique link to a portal, available to them if they have a valid email address entered in Method.
Method provides a portal out-of-the-box, and these steps will show you how to give your customer access to their portal.
- Open up the Contacts App.
- Locate and select the contact.
- Under Contact Details, you will find a Share link with the caption Portal. Select it.
- A dialogue box pops up with a URL link you can copy. Feel free to give this to your Customer.