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Invite customer portal users

Give your customer’s staff secure access to their own invoices, statements, and payments through the customer portal. Invite users and assign each a role.

Beginner2 steps~2 min
1

Open the customer’s portal users.

From a customer, open Portal users to manage who can sign in to that customer’s portal.

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Open the customer’s portal users.
2

Invite a user.

Enter their email and choose a role — admin, payer, viewer, or disputer — then send the invite.

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Invite a user.