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How to auto invite users to portal when they email in?

Matt
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August 29, 2024

As above, when a customer emails into the helpdesk for the first time, we would like an invite to the portal be sent out automatically. 

 

When a new user emails in I can see the status set to "invited" but the user does not get an invite email.

 

TIA

1 answer

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Shikha Verma
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August 29, 2024

Hi @Matt, Welcome to the community!
Please check Customer Permissions: Anyone can email the service desk or raise a request" is enabled or open. 
Check Notification Settings:
 Customer-invited notification is enabled
Check if the User is Invited:
Go to User management to see if the user status is "Invited". If so, Resend the Invitation
Automation Rules:
You can also try automation for the same. 

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