16
Portal Invites
complete
Jacob Bespalec
We don't want every requester to have access to the portal so we would like to be able to manually send portal invites while keeping the auto welcome email off.
An alternate solution would be to create a "requestor" permission that doesn't get portal access so we can have the welcome email turned back on.
Thanks!
A
Akhilesh Subramanian
complete
It is now possible to send notifications manually only to specific users while having the global notifications turned off.
M
Muhammad Ibrahim
Just to add on this, When creating a new prospect an invitation to the portal is also sent to them (as a new requester)
Most of our prospects that we add on are not on the stage of signing up yet, so would be good to have more options when a requester email notification is sent.
A
Akhilesh Subramanian
in progress