How to Create Portal Access for Admins
***The URL to access the portal is https://portals.inlinecrm.com
Use Search Icon
to locate the company in CRM
Click the green
button to create a contact
Enter at least first name, last name and email > Click the Disk icon
to save
Add a portal user > select the portal access type (admin or finance company) > add a portal password
Send portal URL, Username and password to the user
Example:
URL: https//portals.inlinecrm.com
Username: test.2022
Pswrd: xxkdxxw
Advise the user that they will receive an email to validate their IP Address on their first log in attempt and every 21 days after
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