Service provider members that have access to your Service Provider Portal are given the Contact Role Type of Portal User. You can add as many Portal Users as you want in your account, either by assigning them the Portal User contact role type or by adding them in the Portal Users tab in Portal Administration. For more information on Contact Role Types and how to assign them, have a look at Contact Role Type Settings.
A member is not able to access the portal with this user role alone, they must also be sent a login permission email to set up a password.
To add a member as a Portal User from Portal Administration and send them a login permission email, from the Portal Administration section:
You will land on the Portal Users tab and be displayed with a list of member's currently with the Portal User role type.
1. Click Add Portal Users
2. Enter the member's name into the search field
3. Select the member's name from the dropdown list
4. Click Add Portal User
5. Select the member(s) you want to send login permission to using the checkbox(es) on the right
6. Click the Run an Action menu
7. Select Send Login Permission Email
8. Click Run Action
The chosen member(s) will be sent an email prompting them to set up a password and log in to your Service Provider Portal.
Login Permission Status
You can track who has access to your portal, who has been sent permission but not acted on it, and who has not been given access yet by checking the Login Permission Status of a member in Portal Users. Each status represents a different stage the member is at with their permission.
Active - The member has access to your portal and is using it
Activated - The member has set up a password but has not yet logged in
Pending - The member has been sent a login permission email but has not set up a password
New - The member is a Portal User but has not been sent a login permission email
Incomplete - The member is a portal user but doesn't have an email address in WhosOnLocation so cannot be sent a login permission email
You can remove login permission, and the Portal User role type, by clicking Remove next to their name in the Portal Users tab.