How to grant portal access to existing customers

1. Go to the "Contacts" Module

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2. Select the contact you want to give access.

3. Click "Action"

4. Click "Grant portal access"

*Alternatively you can go to the list view in your contacts module, select multiple contacts and click Action>"Grant Portal Access" to give portal access to multiple contacts at once.

5. Click "GRANT ACCESS"

6. You can also revoke access and re-invite if needed.

7. Click "CLOSE" to complete.