Ordway supports inviting contacts and disabling access to the Customer Portal via Workflow Automation. Learn more about our customer portal here.

Note: Customer Portal invitations are valid for 72 hours only. Once expired, an invitation must be resent.

Portal Invitation

A Workflow must include an Assignment in order to facilitate any Customer Portal action. 

1. Add Assignment.
2. Add Action on Existing Object.
3. Select Customer Portal as the Object. 
4. Select Bulk Invite.

5. Click Next. 

6. Set the input values for the Customer Portal. 

7. Click Done with finished. 

Disable Portal Access

A Workflow must include an Assignment in order to facilitate any Customer Portal action. 

1. Add Assignment.
2. Add Action on Existing Object.
3. Select Customer Portal as the Object. 
4. Select Bulk Disable.

5. Click Next. 

6. Set the input values for the Customer Portal. 

7. Click Done with finished.