It is recommended that you create your own version of this article to send to your end-customer. Your portal will have its own branding and navigational links. It is important that your customers receive training and guidance for the guidance on usage based on your portal's designs and capabilities.
This is a generic article to provide an understanding of the feature.
Administrators in the Self-Service portal can invite others to access the portal. Please note: In order to send a Portal Invite through the Self-Service portal, the user needs to have the Work 365 Administrator role assigned. If you are unable to add contacts to your portal, reach out to your provider.
Create Contact
The Adminstrator will need to navigate to ‘Manage My Services’ > ‘Manage Users’.
Select the contact you want to send the portal invite to. A form will open with additional details. Please note, the First Name, Last Name and Office 365 email Id are mandatory fields.
Associate Web Role(s)
Hit Associate, and assign the applicable web role(s) for the contact. Web roles allow administrators to control which entities a customer is able to access. The three types of web roles to assign are:
- Work365 Administor: has access to all Manage Service menu items
- Work365 Subscription Manager: has access to manage subscriptions and view usage data for Azure subscriptions
- Work365 Finance Manager: has access to manage invoices and payment profiles
Invite the Contact to the Portal
Click on 'Enable Portal Access' at the bottom. This will send an automated Portal Invite email to the user. The user will have to click on the link to access the portal.
