Before you begin
A contact record and an internal team user are different access relationships.
Recommended workflow
Verify the intended email address and client association. Review the portal permissions before enabling contact login.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Do not reuse a contact identity across unrelated clients without checking the actual sharing and access behaviour.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team