Invite Portal User || Business Management System

Invite Portal User

Create a client portal account and assign it to an existing customer.

Back to Portal Users

Customer Information

Select the company and customer associated with this portal account.

Company *

Customer *

Only customers without an existing portal account are available.

Email Address * Used for portal notifications and password recovery.

Username * The customer will use this username to sign in.

Account Settings

Configure the current state of the portal account.

Account Status

First Login

Require password change

Recommended for every new portal account.

Temporary password

The system will automatically generate a secure temporary password when this account is created. The customer will be required to create a new password on first login.

Cancel

Account Preview

Live summary of this portal account.

Company

Not Selected

Customer

Not Selected

Username

—

Status

Active

First Login

Password change required

Notification