Step 1 – Find the contact that needs Portal Access enabled through the “Related Contacts” for the company. Click on their name (highlighted in yellow below) to bring up with Contact information page (Reference Photo #2).
Step 2 – Click “Enable Customer User” in the top right hand corner of the page.
Step 3 – That will bring you to this page, where you will click the “User License” drop down menu and select “Customer Community Login”. You also will need to change the “Profile” to read “Bold Customer Community Login User”
Step 4- Click “Save” to ensure all changes you have made for the user are submitted.
Once you have saved the changes, the page will automatically refresh and bring up a new page that will look like this one. Portal Access has now been saved for this customer and all changes were successful.
