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add a new Customer to my Portal overview
Solution
First create a Workspace for the Customer's content, naming the Workspace according to how you refer to the Customer (full name, business name, nickname, account id, it's up to you), then from within that Customer's Workspace, Share an Invite to that Workspace to that Customer's email address, being sure to set them as a Creator.
Article details
(4)Related articles
Invite a Customer to their Workspace in my Portal
create a Workspace in my Portal for a Customer
What are paid-seats/Account Moderators of my Portal, and how is that billed?
I'm a new user/customer, what should I expect?
I forgot my Workspace password
I invited a User to their Workspace at the wrong permission level. What do I do?
(moderator) I mis-typed a Workspace name or User email address
create a Workspace in my Portal for a Customer
What are paid-seats/Account Moderators of my Portal, and how is that billed?
I'm a new user/customer, what should I expect?
I forgot my Workspace password
I invited a User to their Workspace at the wrong permission level. What do I do?
(moderator) I mis-typed a Workspace name or User email address
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