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Add Client to Customer Portal
#2
edit the contact and check the "Portal User" check box. Make sure you set the support interval correctly and that emails and workflows are working to send out the password and access.
Joe
TSolucio
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Add Client to Customer Portal - mweaver - 02-17-2017, 04:57 PM
RE: Add Client to Customer Portal - joebordes - 02-17-2017, 05:23 PM

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