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!
Like