This can be done by navigating to Customers-> Contacts and choose the contact and clicking on the send activation email option. This will send a secure link to the customer's email, which they can use to set up a password. Your customers can then log in to the portal using these credentials.
How can I onboard my customers into Freshdesk?
Modified on: Thu, 24 Jun, 2021 at 7:37 PM
Freshdesk
Freshdesk
Freshdesk Omni
Omnichannel (classic)
Omnichannel (classic)
Current plans
Previous plans
If you signed up before December 2025, your Freshdesk Omni experience may differ. For the relevant Freshdesk Omni 2023 articles, see
Freshdesk Omni 2023 Knowledge Base