How the portal invitation request works
- The company name entered in the portal will be check against the contacts for your organization.
- The 'email address' entered in the portal will be checked against the contacts for your organization.
- If no matches are found, then the option to create the company and personnel record is shown.
- Synergy will create the contact record for the company (if missing) and the personnel (if missing) with the basic details entered in the portal form.
- Select what role that contact will play on the project, and choose if they will have portal access.