customer-portal
latest
false
- Release notes
- Getting started
- Users
- About users and permissions
- Inviting a user
- Knowledge
- Collaboration space
- Licenses
- Support
Customer Portal user guide
Last updated Mar 30, 2026
Sending an invite
Only Customer Admin users can invite Customer Regular or other Customer Admin users to Customer Portal. A Customer Admin user can invite as many users as needed.
To invite a user:
- Go inside the Company tab, in the Team Users section.
- Click Add New User.
- Fill in the fields of the Invite new users to your team entry form.
- Click Send Invite.
You can add maximum five users at a time, inside the Invite new users to your team entry form.
Note:
It is required to use a business email, not a personal email, to send an invite.