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Can you send a 1st time user (service desk customer) an invite to create an account?

Jack Howard
Contributor
August 27, 2021

I'm wanting to send customers and invite email to sign up and join the customer facing service management portal.

 

When I go to [Project Settings > People > Add] I type in their email and then select 'service desk customer' as the user type, but nothing happens. 

 

There is no email sent, no pending account into the people list, nothing seems to happen!

 

Thanks in advance!

2 answers

0 votes
Jack Brickey
Community Champion
August 27, 2021

When adding a customer you do this under the customers screen. You also need to ensure that you have the customer invite notification enabled under project settings > customer notifications.

0 votes
Ashu Tyagi
Rising Star
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Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
August 27, 2021

@Jack Howard  have you tried adding those users using user management first?

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