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Manage Portal members (customers)

Customers are viewers and are assigned to each Space. You can manage this in Space Settings → Members.

  • Separate lists for editors and viewers of this Space.

  • Invite via email (with role selection) or add an existing account user.

  • Remove members again (with confirmation).

Customers will then only see the published content of the Spaces with login access to which they have been assigned.

Select Members from the menu on the left to open team management. In the field "Invite to this Space by email," enter the email address, optionally the name and role, and click Invite. The list displays all members...
Assign customers to a specific Space.

How the membership and portal appear from the customer's perspective is described in the dedicated track. For Portal members.

 

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