The 2.5 version of the Self-Service Portal offers a one-click Portal Invite for customers. This simplifies the workflow from the previous versions. Partners eligible for the Portal solution will find the latest update under the Help&About Section of Work 365.
In order to activate the simplified workflow for sending Portal Invites, the following must be done:
- Initializing the Portal:
Please note that these steps MUST be executed as the Work 365 Service account. The Work 365 Service account MUST have the System Customizer or System Administrator role assigned, which can be removed after the install is complete. However, Work 365 service must at ALL times have at least the “Work 365 Service” role – that should not be removed.
After installing the Work 365 Self-Service Portal, need to initialize the Portal. For this go to Settings ➤Solutions ➤ Work 365 Self Service Portal. A pop- up window will open and click on the ‘Initialize Portal’.
Another pop-up window will open. Note that for the 2.5 version, the Work 365 Service account MUST have the System Customizer or System Administrator role assigned, which can be removed after the install is complete. Click on ‘Proceed’. The portal will be initialized after this process.
- Set Portal base url:
Go to Work 365 ➤ Configuration ➤ Portal Website URL
Fill in your Portal URL and click save.
The set-up for the Portal Invite is complete. For the Portal Invite, simply go to Sales ➤ Contacts ➤ Select the contact to send the Portal Invitation ➤ Click on the three dots and select ‘Send Portal Invite’
A pop-up window will appear with an email template that can be formatted. Another functionality is the ‘Send as’ can be changed as well. Click on ‘Send Email’ to send the Portal Invite to a contact, who then will be able to access the Self-Service Portal.