Best way to mass assign portal user accounts?

Hi Daniel Hill ,

Are you referring to this default enterprise portal https://support.sugarcrm.com/documentation/sugar_versions/13.1/serve/administration_guide/developer_tools/sugar_portal/ ?

Yes, you would be able to set contacts up via API, as every action completed via the UI can be achieved via API one way or another. I am one of the people who actually helped re-factor that portal a few years ago.

You would need to architect that as a batched update, and then most likely you would want to send emails to customers letting them know that they are active as well, and how to reset their passwords.

Or maybe the other way around, ask the customers first if they want an account, and enable that for them as you receive responses back.

I would be more than happy to help you through an engagement if you would like.

Feel free to reach out!

Hi Daniel Hill ,

Are you referring to this default enterprise portal https://support.sugarcrm.com/documentation/sugar_versions/13.1/serve/administration_guide/developer_tools/sugar_portal/ ?

Yes, you would be able to set contacts up via API, as every action completed via the UI can be achieved via API one way or another. I am one of the people who actually helped re-factor that portal a few years ago.

You would need to architect that as a batched update, and then most likely you would want to send emails to customers letting them know that they are active as well, and how to reset their passwords.

Or maybe the other way around, ask the customers first if they want an account, and enable that for them as you receive responses back.

I would be more than happy to help you through an engagement if you would like.

Feel free to reach out!

Hi Enrico Simonetti . Thanks for that, because of it being a password I wasn't convinced it could work that way, however that's good news to know.