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Invite a New Client to the Customer Portal

Megan Rosenbohm
  • Updated

Primary Audience: All Internal Users

Invite a new client to the platform so they can access their account through the Customer Portal, communicate digitally with your team, and use the mobile app or website.

In most cases, you do not need to manually add a new client profile when a new customer is created in your ERP. New clients are typically synced into the platform automatically when new customers are added in the ERP.

Only add a new client profile when another person needs access to an existing account. For example, you may need to add a new client if an additional business partner needs access to the account and their contact information is not included on the customer’s Account ID in the ERP.

Before you begin, make sure you have at least one way to contact the client. You need either an email address or a mobile phone number to send the invite. An Account ID may also be required if your platform settings require it.

To invite a new client to the platform, follow the steps in the Team Hub:

  1. Go to the Clients page in the Team Hub.
  2. Click Add Client in the top-right corner.
  3. Enter the client's required information.
  4. Add an email address or mobile phone number. At least one is required to send the invite. 
  5. Enter the Account ID when needed to connect the client profile to their ERP account. This allows the client to see account details in the Customer Portal after they sign in. 
  6. Add additional Account IDs if the client has multiple accounts or businesses. This allows one client profile to be connected to more than one account. 
  7. Decide whether to invite the client now or save the client profile and invite them later.
  8. Send the invite by email or text message.
Important: Email addresses and mobile phone numbers cannot be reused across client profiles. If you see an error when entering this information, it means the email address or phone number is already tied to an existing client. Search for that email address or phone number on the Clients page to find the correct client profile and invite that client instead. If you do not see the client, you will need to request access from your manager.
 
If you invite a client using only a mobile phone number, the invite will be sent by text message. The client will need a smartphone to accept the invite.

After the client accepts the invite, they can access available account information in the platform, such as invoices, statements, agronomy plans, and grain, energy, or agronomy contracts and complete other self-service actions.

 

 

 

A detailed step by step video walkthrough can be found here.

 

If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.