To add a portal user, we recommend running the “Portal User Invitation” workflow against the user’s Contact record in CRM. This workflow will mark the Contact in CRM as a portal user and send the contact a portal invitation email, which will prompt them to select a portal username and password. You can also create a portal user by navigating to the “Customer Portal” tab on the Contact Information form. To enable a new portal user, check the “Portal User” field and enter a username and password for the contact.
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