Work 365

Inviting Customers to the Self Service Portal

1294 views October 9, 2018 November 2, 2020 0

Once the portal setup has been completed, invitations can be sent to customers to join the portal.

  • We recommend disabling registration and using Azure AD credentials for Identity Management on the Self-Service Portal. Use this article to setup. Customer facing Azure AD integrated logins.
  • In UI only: To send the portal invitation, go to the contact record in CRM for which the invitation will be sent.
    • On the contact record, select ‘Send Portal Invite.’
    • Select the appropriate web roles for this end user. For reference see the Portal Security Roles.
    • Edit the template as needed. Send Email.









  • After sending the portal invitation, be sure that the customer has the appropriate web roles assigned. Note if the web roles were note selected on the invitiation before it was sent, the web roles can still be defined directly on the contact record under Related > Web Roles > Add an Existing Web Role.
  • For the details see the Self Service Portal Security Roles article. See customize the portal invitation template, to edit the template per your preference.
  • On the portal Sign In page, the end user will Redeem the Invitation with the invitation code provided in the email invitation.

Additional Resources

Check Password Reset

Azure Ad Authentication for the Portal


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