Customer Portal Access for Multiple Child Accounts – Ordway Support Portal

Learn how Customer Portal access works when a portal user needs access to multiple child customer accounts.

Requirement

A portal user may need access to multiple child customer accounts within a parent-child customer hierarchy.

Currently, each child customer account must be assigned separately.

When portal access is granted to a child customer account, Ordway sends an invitation email to the portal user for that account.

If access is granted to multiple child accounts, a separate invitation email is sent for each account.

There is currently no option to:

Disable the invitation emails when assigning portal access.
Bulk-assign a portal user to multiple child customer accounts without sending individual invitation emails.

To grant a portal user access to multiple child customer accounts:

Question	Answer
Can I give one portal user access to multiple child customer accounts?	Yes. A portal user can be granted access to multiple child customer accounts. Each child customer account must be assigned separately.
Can I bulk-assign portal access to multiple child customer accounts?	No. Ordway currently does not support bulk assignment of portal access to multiple child customer accounts.
Can I prevent invitation emails from being sent for each child account?	No. Ordway currently does not provide an option to disable the invitation emails sent when portal access is assigned to a child customer account.
How do I give a portal user access to multiple child customer accounts?	Grant the portal user access to each required child customer account separately. Ordway sends an invitation email for each access assignment.
Is there a way to send only one invitation email for multiple child accounts?	No. Each child customer account assignment generates a separate invitation email.
Is this functionality planned for a future release?	The enhancement request has been shared with the Product team for consideration to improve the portal user onboarding experience for parent-child customer hierarchies.