Portal users are grouped in the “All portal users” organizational role.
You can create individual portal users or group them into an organization by connecting them to a specific account. Learn more in the “Add portal users” article.
Note
Users can register on the portal independently. For more information, please refer to the “User self-registration on the portal” article.
To enable a new user to log in to the portal for the first time, send them an email invitation. The invitations are sent to the email specified in the user’s contact record. Learn more about invitations in the “Sending a portal invitation” article.
If a portal user loses their password, it can be securely recovered. Learn more about password recovery in the “Password recovery setup” article.
Note
The portal enables you to create an organizational structure for various business cases. Learn more in the “Users and permissions on the portal“ article.
Contents
