add an option/button to send / resend a user's customer portal to the user
My current configuration to trigger Atera to send the customer portal credentials is after a new contact is added.
This is a great feature but, what if your user/contact requested you to resend or reset his customer portal password? I think an option to send / resend will be a great addition to this section as oppose to sending it manually.
I hope you will grant this request. It would make it so much convenient and easier.
Nice! The feature you requested is being reviewed by our product team. We’ll keep an eye on the number of votes, and let you know if a decision is reached to implement. Thank you for being a partner in our process!
Phil Burke commented
Completely agree with Andrew's comment. This is a potential security issue. Just because a temporary staff member opens a ticket, doesn't mean they should have access to the entire history of issues for everyone from the janitor to the CEO.
I think this is extremely important.
In our case we want to only invite specific users to the customer portal, not have to automatically invite everyone, or no one.