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Add existing customer to an organization

Lisa Presley

How should I go about adding an existing customer to an organization? It appears the previous way to do this no longer works, as you no longer see an option to send or not send an email invitation to the customer when you add them to an organization.

Accepted answers

Jack Brickey

Cloud or server? On cloud if the customer exists in the root level of Customers then you can go into the Organization and add customer within the org.

All comments

Jack Brickey

Cloud or server? On cloud if the customer exists in the root level of Customers then you can go into the Organization and add customer within the org.

Lisa Presley

Cloud, yes. And you can add the Customer there yes, but there doesn't appear to be any way to do that without sending them a new 'We're adding you to the portal' email.

Jack Brickey

TBH, I have note tested this in some time but do not recall it sending an email. I assume you have confirmed that it in fact does?

Lisa Presley

That turned out to be a REALLY good question. It says it will send an email, but if you're entering an existing customer it appears that... it doesn't. Thanks!

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