How do I send an activation email to the customers to start using their portal?

Modified on: Mon, 21 Jun, 2021 at 8:49 PM

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Go to Customers > Contacts > choose 'Unverified contacts' from the hamburger menu > check the required contacts click on 'Send activation email'.

This will send a secure link to the customer's email, which they can use to set up a password.

Alternatively, you can go to Admin > Workflows > Email Notifications > Requester notifications > toggle the user activation email ON.