How do I send a link into the Customer portal to a contact?

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.

Kind Regards,

Jason Smith

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.

Kind Regards,

Jason Smith

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?