> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fieldiu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Portal Invitation

> ### 💡 What is Portal ?
>
> The portal is where your customer can view all their contract details, services provided, findings, chemicals used during visits, and more. Next, we will show you how to send an invitation to the portal from your dashboard.

## Assign Access To Portal

> ### 💡 Who Have Access ?
>
> We have 2 types of permissions for portal access:
>
> 1. Permission that allows the customer to access the portal for a specific contract line only.
>
> 2. Permission that allows the customer to view all contract line details in the portal.

## Assign Permission to Customer

> ### 💡 Contract Line Permission

### 1. Enter The Contract Line

Enter the contract line, then scroll to the right side to find 'Portal Contacts.

<img src="https://mintcdn.com/fieldiu/GgdB9rxDgC_7q1qM/images/735a3829-c244-4d98-b260-c069b40d54ac.png?fit=max&auto=format&n=GgdB9rxDgC_7q1qM&q=85&s=25aa0fc6676d6a8452017a5ea7c9fc4c" alt="" width="1920" height="917" data-path="images/735a3829-c244-4d98-b260-c069b40d54ac.png" />

### 2. Link The Contact

Click on the link icon, then select the contact to whom you want to grant portal access for this contract line.

<img src="https://mintcdn.com/fieldiu/ASkbXz2A7i_wG3wf/images/0109a004-2f83-4b50-911f-f151101e22f5.png?fit=max&auto=format&n=ASkbXz2A7i_wG3wf&q=85&s=30ca2f7f2825fee6f4568088597f53a9" alt="" width="1367" height="886" data-path="images/0109a004-2f83-4b50-911f-f151101e22f5.png" />

> ### ⚠️ SAVE

> ### 💡 Whole Contract Permission

### 3. Enter The Contract

Enter the contract, then scroll to the left side to find the 'Portal Settings' section.

<img src="https://mintcdn.com/fieldiu/ASkbXz2A7i_wG3wf/images/15189125-3a56-4c49-b3e7-87a8f0415772.png?fit=max&auto=format&n=ASkbXz2A7i_wG3wf&q=85&s=3ecef7f67900bfaca6b5600f20e3cdd7" alt="" width="1920" height="917" data-path="images/15189125-3a56-4c49-b3e7-87a8f0415772.png" />

### 4. Select The User

Select the user who will be granted permission to access all the contract portal details.

<img src="https://mintcdn.com/fieldiu/ASkbXz2A7i_wG3wf/images/1bebab49-eb77-4e13-b863-618e6893147b.png?fit=max&auto=format&n=ASkbXz2A7i_wG3wf&q=85&s=b9127b1a82ec183d5d2887421a11d611" alt="" width="768" height="367" data-path="images/1bebab49-eb77-4e13-b863-618e6893147b.png" />

> ### ⚠️ Save

## Sending Invitations

### 5. Access Portal Invitations

<img src="https://mintcdn.com/fieldiu/0rNv5-wAPkXbp1BF/images/52288c9a-81f9-4b30-8598-ac576e40a18b.png?fit=max&auto=format&n=0rNv5-wAPkXbp1BF&q=85&s=67782a3ae2a15b943e4bfb99735e517b" alt="" width="1920" height="917" data-path="images/52288c9a-81f9-4b30-8598-ac576e40a18b.png" />

### 6. All Invitations

Here you can find all the invitations that you've sent , and create another invite request

<img src="https://mintcdn.com/fieldiu/Hwwo9LuJIX8y4Rbu/images/f77af559-46af-4634-88fa-a6069e518065.png?fit=max&auto=format&n=Hwwo9LuJIX8y4Rbu&q=85&s=dbd464b32c21b688f52250f42bba2d30" alt="" width="1920" height="917" data-path="images/f77af559-46af-4634-88fa-a6069e518065.png" />

### 7. Select the contact

<img src="https://mintcdn.com/fieldiu/O-kgxeVaqfq71Ibh/images/e30bf6fe-fd77-4644-b6ee-ed186c45a967.png?fit=max&auto=format&n=O-kgxeVaqfq71Ibh&q=85&s=9773086560dcfc3e640b02360a14c8a7" alt="" width="768" height="367" data-path="images/e30bf6fe-fd77-4644-b6ee-ed186c45a967.png" />

### 8.

<img src="https://mintcdn.com/fieldiu/I0KX1uEaTN8rxrHM/images/88f99e48-f497-4482-a78d-c63b03498c6f.png?fit=max&auto=format&n=I0KX1uEaTN8rxrHM&q=85&s=14706352c277048bc417b49e66829ec2" alt="" width="768" height="367" data-path="images/88f99e48-f497-4482-a78d-c63b03498c6f.png" />

### 9. Save

<img src="https://mintcdn.com/fieldiu/GS4rQPdzw48eDklV/images/230a5f9f-2881-4622-9cb2-c37766a166d2.png?fit=max&auto=format&n=GS4rQPdzw48eDklV&q=85&s=7a1be86df0a35e304e4e84fcb8099e65" alt="" width="1920" height="917" data-path="images/230a5f9f-2881-4622-9cb2-c37766a166d2.png" />

> ### ⚠️ Important
>
> Don't forget to link this contact with the contract in the Portal Setting Section

### 10. Click on the Contact

<img src="https://mintcdn.com/fieldiu/ASkbXz2A7i_wG3wf/images/0539f10c-ca13-4ebf-8de6-3683baae9dd0.png?fit=max&auto=format&n=ASkbXz2A7i_wG3wf&q=85&s=f8f6faf7fee9c0981169f72aa8e20e1c" alt="" width="768" height="367" data-path="images/0539f10c-ca13-4ebf-8de6-3683baae9dd0.png" />

### 11. Link the Contract

From the Portal access section in the contact form , link the contract

<img src="https://mintcdn.com/fieldiu/GgdB9rxDgC_7q1qM/images/66544af7-9054-493f-9b0b-3ef2dbdec9b5.png?fit=max&auto=format&n=GgdB9rxDgC_7q1qM&q=85&s=10dd78bead495dad9d569dc57104b553" alt="" width="1280" height="611" data-path="images/66544af7-9054-493f-9b0b-3ef2dbdec9b5.png" />

### 12. Select the contract

<img src="https://mintcdn.com/fieldiu/1sFvM1xYsLMj5iCS/images/b6b352c0-7d57-4a88-ad1c-326621c219a7.png?fit=max&auto=format&n=1sFvM1xYsLMj5iCS&q=85&s=984b1bbbe60c10d1cbf24422d593a5c5" alt="" width="768" height="367" data-path="images/b6b352c0-7d57-4a88-ad1c-326621c219a7.png" />

### 13. Save

Don't forget to save

<img src="https://mintcdn.com/fieldiu/0rNv5-wAPkXbp1BF/images/454fa08f-4a5b-4f23-83ef-2f434914460c.png?fit=max&auto=format&n=0rNv5-wAPkXbp1BF&q=85&s=49bc0fd41e09dfbcc51e8b2cb35742eb" alt="" width="768" height="367" data-path="images/454fa08f-4a5b-4f23-83ef-2f434914460c.png" />

## Revoke And Invitation Accept

### 14. Invetation Accept

In the portal's **Invitations** forms, you can find the **"Invitation Accepted On"** field, which shows the date when the invitation was accepted.

<img src="https://mintcdn.com/fieldiu/GgdB9rxDgC_7q1qM/images/7b4c2245-19c4-4add-b09a-473e8c46a63a.png?fit=max&auto=format&n=GgdB9rxDgC_7q1qM&q=85&s=0a864c552df316c46c780701cc57fcfc" alt="" width="653" height="224" data-path="images/7b4c2245-19c4-4add-b09a-473e8c46a63a.png" />

### 15. Revoke invitation

You can also revoke the invitation, lock it, and change the contact’s permissions.

<img src="https://mintcdn.com/fieldiu/ASkbXz2A7i_wG3wf/images/0aa33018-54f4-4f34-b39a-30ca4dd86419.png?fit=max&auto=format&n=ASkbXz2A7i_wG3wf&q=85&s=444dde55d21049872c1d1131e0055c32" alt="" width="1918" height="367" data-path="images/0aa33018-54f4-4f34-b39a-30ca4dd86419.png" />�����������������������
