To add a Customer User to an Onboarding project, follow these steps:
1. Open the project you want the user to be able to access
2. You can add project members by clicking on Members at the top of your project
3. Click + Customer User
Troubleshoot:
If the + Customer User button is disabled, it is because you have not assigned a Customer organization to this project yet. That can be done on the Settings tab.
4. Add the customer user's name, email address, and title (optional). If you wish to send the customer an invitation at this time, leave the selection ON. If you wish to wait and invite the customer to the portal at a later time, you can come back to the Members area to do so later.
Manually sending an invitation to the portal
In the Members list, hover and click the paper airplane icon next to the customer's name to have the system send an invitation to the portal.
To impersonate a customer user and interact with the portal as though you were them
Hover and click the 'eyeball' icon button next to their name in the Members area.
Important Note: Any actions performed while impersonating will be saved and recorded as the customer user's actions.
