Client Portal passwords

eric-evans

I am unsure if I am missing something here I just spun up a server on my LAN so I can use it for documentation; however after messing around in the GUI of the application for a while I am unable to find any option to create a user for the client portal. I added a client and I am able to assign that client an email, how would I go about assigning that client a password for use in the client portal. Thanks

johnny

Hey @eric-evans

Welcome to the ITFlow club, I'm guessing you answered your own question.

but please don't delete these type of posts because this post could be useful to someone else looking to do the same thing.

wrongecho

For future reference for anyone: You can set a contact auth method on the contact edit page/modal. If you select local then you may input a password for the contact (this also allows them to initiate password resets).

https://docs.itflow.org/contacts