Inviting customers to the portal

Customers can't sign up to the portal themselves. Your team adds each person to the customer record and sends them a Set your password link. This article covers sending, resending and troubleshooting invites.

#Before you invite

Make sure the customer is ready, or the first thing they see will be an empty portal:

1. The person has been added under People, with an email address.
2. They are assigned to the right sub groups.
3. The customer has catalogue products.

#Step by step

1. Open the customer and go to People.
2. On the person's row, open ⋯ and press Send portal invite. (You can also tick Email them a portal invite now when adding them.)
3. They receive a Set your password email in English with a link valid for 7 days.
4. They choose a password and are signed in. A Getting started tour runs on their first sign-in; they can replay it from More → Getting started.

Their status moves from Not invited to Invited, then Active once they have signed in.

#Resending and resetting

Good to know

There is no "Forgot password" link in the customer portal. A new link always comes from your team.

#Common questions

The invite never arrived. Check the status is not Invite expired, then resend. Ask them to check spam. If no Flyte emails arrive at all, contact your platform support team.

"Send portal invite" isn't in the menu. The person has no email address. Edit them and add one.

They see "This account has been disabled". Their portal access is switched off. Use Enable portal access on their row, then send a new link.

Can they add a colleague themselves? No. Add the colleague under People, assign their sub groups and send the invite.

Is the invite in other languages? Customer invites are in English.