Invite users to portal
Learn how to invite users to the Subscriber Portal by sending customized email invitations and managing user access through CSV uploads.
You can invite users to set up login credentials via an email sent by the Subscriber Portal app. The app will send emails to the work email of the Zuora customer account that will also be the email for login. The invitation content of the email can be customized to fit the requirements of your business. For more information, see Example of configuring email templates. for more information.
To invite a single user:
- Enter the installed Subscriber Portal instance and click the Users tab.
-
Click the
icon. The New User dialog is displayed. - Enter the user email in the User Email field in the New User dialog.
- Click Create .