Documentation

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Connect an AI assistant

Your AI assistant can read this documentation directly, so it answers from the current content instead of guessing. Add one of the servers below to your client — they use the Model Context Protocol (MCP). Each one covers a different body of content, so add the one you need.

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Contacts

This view of the contact provides an extra administrative layer to the Contacts View that is available to platform users.

These two views share these same options.

  • Add contacts.
  • Archive contacts.
  • Update contact records.

Customer Portal Access

Unique to the contact view in Configuration is the ability to manage contact access to the Customer Portal.

Contact Access Options

  • Associate to Portal. Associate the selected contact records to the Customer Portal. This is required for the contact to login to the customer portal.
  • Set Login ID. Set a unique ID that the contact will use to login to the customer portal. To login to the Customer Portal, the contact must have a Login ID. Once a contact has been provided a Login ID, the email address that is specified on their contact record can also be used to login. When adding a Login ID, it will validate that it is unique against existing Login IDs and Email Addresses of all contacts.
  • Set Password. This includes an option to generate a random password. Passwords should be communicated securely to the contacts. Alternatively, the contact can use the Forgot Password option on the Customer Portal login screen.
  • Set Two-factor Authentication. Each contact can be set to use either email or the Microsoft Authenticator app for two-factor authentication.

Tip

These actions can also be done from the Customize Customer Portal page.

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