Enable Customer Portal access for contacts
You can provide access to the Customer Portal for your customer contacts directly through this module.
To enable access to the Customer Portal:
Go to Customer > All Customers.
Here, you see a list of all your added customers. Click on the Edit pencil icon next to the required customer's name.
Now, on the Customer's page, scroll down to the Primary Contact section.
Click the Enable Portal Access checkbox to provide the access to the given primary contact person.
Once done, click on Save and Stay.
To notify the contact over email and send the login details to the Portal, click on Send Login Details to Customer.
If the Accounting Contact is different from the Primary, the Portal access can be enabled for this contact in the exact way as mentioned above.
