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The following describes a functionality that is implemented in the system.
 
User Story ID11186
User Story NameManual Activation of Portal User from Contact Record
Overview

A new feature allows administrators to activate a contact as a self-service portal user directly from the Contact form using the “Activate as Portal User” button.

When triggered, the system automatically:

  • Generates portal access credentials
  • Configures the user account
  • Sends an email notification to the contact
  • Includes the appropriate User Guide attached based on the contact’s language

This functionality simplifies and standardizes the process of granting portal access to customers.

How to Use it
  1. Open a Contact record.
  2. Click the Activate as Portal User button.
  3. The system will:
    • Set the portal user creation date
    • Generate default access credentials
    • Send an email with login details
    • Attach the User Guide in the contact’s language
  4. The contact can then access the self-service portal using the provided credentials.

Note: The button is available only when the feature flag EnablePortalUserCreation is enabled.