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Note: If this is unticked you will need to provide them with their login details and Portal link.
6. Save the Contact.
Accessing the Customer Portal
Once the Contact has been saved, if specified, they will be sent an invitation with a link to log directly into the Customer Portal.
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The following image is in an example of an email sent to a contact which contains the username and password as well as Customer Portal link.
41. Customer Contact needs to enter their credentials and click Log In.
52. Once logged in, Customer contact can access some information depending on the permissions granted.
In this example, we've granted permission to View and Edit All Quotes as well as Create New Quotes.
Note: When creating a quote from Customer Portal, some basic information needs to be entered and once saved, such quote becomes visible from Quotes tab in Ascora web and more information can be added from there such as assigned user, booking, etc.
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