Hi Everyone,
Following this article - Add an individual portal user
I have to create a system user account for the portal user and manually create the username and password. Did not found an option of sending invites.
I am looking for an out-of-the-box solution in Creatio that allows us to simply create contact records for these users and automatically send them an email with a portal invitation link. The users should be able to click the link, set their own password, and have their system user account automatically created and linked to their contact record—without manual user creation or password sharing.
Does Creatio provide such an OOTB workflow or feature? If yes, what is the best way to implement this, and are there any tips or recommended configurations?
Thank you in advance for your insights!
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Hi Akshit,
Thank you for your query.
Currently, Creatio does not provide an out-of-the-box process that automatically sends portal invitation emails upon creating contact records.
However, you can use the steps described in the Send portal invitations article to manually send portal invitation emails.
After adding a new portal user, simply click [Send invites] — this triggers an email with a one-time link for the user to set their password and access the portal.
This process ensures that users with the appropriate functional roles receive their credentials securely and gain access to the portal.
Alternatively, you can use the base business process available in the Process Library as a reference and adapt or duplicate it to create your own automated invitation flow.
Thank you!
Valeriia Hromova,
Thanks,
Can you please tell me the Business process name?