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Create Portal User From Contacts
Create Portal User From Contacts simplifies the process of granting portal access to customers, vendors, and other external contacts. Administrators can create a portal account directly from the contact form without navigating through the user configuration menu.The application automatically uses of the contact existing name, email address, profile image, and partner information. A secure creation wizard allows the administrator to define and confirm the initial password before creating the account. Once completed, the generated portal user is linked with the original contact and can be opened through a dedicated smart button.
Features
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Features
One Click Portal User Creation
Create a portal account directly from an individual contact by clicking the Create Portal User button. This removes unnecessary navigation and makes portal onboarding faster for administrators.
Secure Credential Configuration
Enter the contact email, password, and password confirmation through a dedicated popup wizard. Password confirmation validation helps prevent portal accounts from being created with incorrectly entered credentials.
Automatic Contact and User Linking
The newly created portal user is automatically linked to the selected contact. Contact details, partner information, email address, and profile image remain connected with the generated user account.
Duplicate Portal Account Prevention
The application checks whether the contact already has an associated user before creating another account. This avoids duplicate portal users and maintains cleaner user and contact records.
Global Enable or Disable Control
Administrators can activate or deactivate the functionality from the INKERP settings area. When disabled, the portal user creation action is hidden from contact records.
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1.) Enable Create Portal User From Settings :
Create Portal User From Contacts is enabled by default, but the admin can toggle it on or off via INKERP settings. Disabling it will cause all app features to stop working, while enabling it will restore their functionality.
Navigation : Settings → INKERP
2.) Create a Portal User from a Contact :
Open the Contacts application and select an individual contact with a valid email address. Click the Create Portal User button available at the top of the contact form to begin the account creation process.
3.) Configure Portal User Credentials :
The creation wizard automatically loads the selected contact and email address. Enter the initial password, confirm it, and click Create to generate the portal user with the appropriate portal access rights.
4.) Access the Linked Portal User :
After successful creation, a Portal User smart button appears on the contact record. The chatter also records the portal access activity, helping administrators maintain a clear history of account creation.
5.) Review the Generated Portal Account :
Open the linked user record to verify the name, email address, related partner, and assigned user type. The newly generated account is configured as a portal user and can be managed through the standard user administration interface.
User Guide
