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.
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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!
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Will Martin commented
Agreed, I have users that were manually added, and never received creds for login.
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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.
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Andrew commented
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.