I have the box checked for customer portal, set them up with a user name and password. I just don't know how to send them the link to log in.
Hello Mary Brady,
Do you know the Portal URL? If not, go to Admin > Portal > Portal Configuration to get the URL. Once you have that, just email the URL to the customer with the username and password and they are good to go.
Thank you. Will I have to do that for every new customer that we want to log in? Is there a way to set up a workflow for that?
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