Note: This topic assumes that you are adding or editing a contact using the Contact Info tab or the Contact dialog.
- Verify that the contact has a valid email address in the E-mail field.
- Click the Actions button next to the Portal field and choose Add Portal.
- Click the appropriate button.
- To add a permanent portal, click Add a portal for DT Client Portal
- To add a temporary portal, click Add a temporary portal for DT Client Portal
- Finish adding or editing information for the contact and click Enter to save the contact.
DT Client Portal sends an email message to the contact with a link to register the portal and information for logging in.
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