Sending a portal invite link (Contracts tab)

From the org account panel, go to the Contracts tab to send a customer a portal access link.

Click "Invite" next to a contract to email the customer a welcome message with a direct link to /my-account. The customer's access is already provisioned — the invite is simply a welcome email that gives them the link to log in.

Use this when a customer has been set up in the system but hasn't visited the portal yet.