Create a login for a new contact

After creating a new contact, you can create a login for that contact.

Before you begin

Role required: sn_customerservice.customer_admin, sn_customerservice.partner_admin, or admin

Procedure

  1. Click Manage Users in the portal header.
  2. Select the new contact from the Contacts list.
  3. Click the Create Login related link.
    The system creates a login for this contact and fills in the User ID field on the Contact form with the user's first and last name in this format: firstname.lastname

    In the event that you create a new contact with the same first and last name as an existing contact, the User ID field is left blank and the Create Login related link does not appear on the contact form.

    To create a login for this contact, enter a unique login in the User ID field on the Contact form and click Update.