If you have the customer portal feature set you can allow external users access to your sites. To add a new external user and assign directly to a site perform the following steps:


  1. Go to User Management --> External Users
  2. From the list click the 'New External User' button
  3. Enter a Username, Email, First name, Last name
  4. Make sure the 'Active' tick box is selected to enable the user
  5. In the 'Attach user to Site' field type the name of the site you want the external user to belong to. 
  6. Select this site, if the site doesn't exist you should create it first
  7. Save the user by clicking the 'Save' button


When an external user is added to the system they will receive an invitation email straight away, and will be able to register their account and use access the site they have been assigned to.