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How to invite customers to access the Customer Portal, via the 'customer profile'

Eric Plamondon avatar
Written by Eric Plamondon
Updated this week

The Customer Portal makes it possible for your customers to securely login in to their customer account on your website. To learn how to more about what is a customer portal and how to install it on your website click here.

For a full menu of Customer Portal setups, features and how to invite customers to create their access click here.

In this article, we'll show you how to invite existing customers to access the Customer Portal from the customer profile. To learn about other ways to invite customers, click here.

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How to invite customers to login to the customer portal via the customer profile

To get started, sign in to your MioCommerce account and go to the Customer Section

In this view, you can quickly view the status of the Customer Portal for each customer by Clicking on the eye icon next associate to the respective customer

in the right side Actions panel and right below customer portal section, click on Send Invite Emails

An email (see image below) with simple instructions, is instantly sent to your customer inviting them to access their new account in the customer portal.

Congratulations! Your customer now has access to the Customer Portal.

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