Adding portals while setting up clients or contacts

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Note: This topic assumes that you are adding or editing a contact using the Contact Info tab or the Contact dialog.

  1. Verify that the contact has a valid email address in the E-mail field.
  2. Click the Actions button next to the Portal field and choose Add Portal.
  3. Click the appropriate button.
    • To add a permanent portal, click Add a portal for NetClient CS
    • To add a temporary portal, click Add a temporary portal for NetClient CS
  4. Finish adding or editing information for the contact and click Enter to save the contact.

NetClient CS sends an email message to the contact with a link to register the portal and information for logging in.

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