Extensions
Create Portal User from Contact
40,00 €
Contains two extension versions:
Version: 1.1.8 (Compatibility: EspoCRM v.7.0.1 – v.7.2.7);
Version: 1.2.2 (Compatibility: EspoCRM v.7.3+);
With this extension, you can create a Portal User straight from the Contact Entity.
There is an option to bulk-create Portal Users using the Mass Update functionality in Contact Entity.
CHANGE LOG:
- v1.2.0 (2023-06-15): Added possibility for Regular Users to create a Portal Users. See in the documentation.
- v1.2.2 (2024-10-15): Added possibility to select a Dashboard Template for the created Portal User.
Martin Buchner (verified owner) –
This great extension is designed to create portal users from within the contact entity. If you add the extension fields additionally to the contact entity layout section “mass update”, you can mass-create portal users within seconds where you had to spend hours before setting them up one by one – very useful if you have to create hundreds or even thousands of portal users. In administation/integration “Portal User Creation Settings” you can set up any field from contact entity to be used as general username (such as email address, full name, phone number – even street name, etc.). As an additional feature, you have the choice to either send the email with login credentials directly after the portal user has been created or at later time (again: either one by one or by using mass-update function).