How to send a Portal Invite

Step 1: Navigate to the Contact

1. Go to Customers → Contacts → Service Provider.
   
   
2. Use the search bar to find the contact by name.
   
   
3. Check the box beside the contact’s name.
   
   
4. Click Portal Invite in the top-right corner.

Step 2: Email Invitation Sent

The Service Provider Tester will automatically receive an email invitation to access the Portal.