Portal Creatio
PDF
This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

Portal users

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.

You can add users to the portal by sending them an invitation via email. 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

Add portal users

Sending a portal invitation

User self-registration on the portal

Password recovery setup

Did you find this information useful?

How can we improve it?