How to use Customer Portal.

Issue

How to use Customer Portal.

Answer

Please refer to the below.

Explanation

・There should be one registration per company.
・The first registrant adds his/her own employee members to the list.
Members can be added with Admin or higher privileges.
・When add members, you can give member authority.
・Added members can share apps purchased by the company.

・Group settings include the ability to invite guests.
・Guests can be added immediately from the Group list when creating a jobsite.
Apps purchased by the company cannot be shared with guests.

・if registration already duplicate, you might well merge to one company in portal site.
　How to delete or merge an account

・If any member want to delete, Admin or above can remove the member.
　Deleting can be done from the Group Setting.