Portal users are the people who can sign in to your member portal to view invoices, subscriptions, documents, and more. You add them right from the dashboard — and Cornerspot can create the underlying CRM contact and email the invitation in one step. This guide shows you how.
How to add a new portal user in Cornerspot
Portal access is granted per account, so every portal user is tied to a CRM account. The fastest way to add someone who isn’t in your CRM yet is the New contact option, which creates the contact and the portal user together. Here’s the path, start to finish.
1. Open the Portal Users page
From the dashboard, open Members Portal in the left-hand menu and choose Portal Users. This opens the full list of everyone who can sign in to your portal, with an Add portal user button in the top-right corner.
2. Click “Add portal user”
Select Add portal user to open the panel. It slides in from the right with two tabs: From existing contact (invite someone already in your CRM) and New contact (create the person and invite them at once).
3. Switch to the New contact tab
Choose New contact to create a brand-new CRM contact and portal user in a single step — no need to add the contact separately first.
4. Enter their name and email
Fill in the first name, last name, and email. The email is where the invitation will be sent and becomes the address they sign in with.
5. Add details and choose an account
Optionally add a phone number and job title, then pick the Account the user belongs to. The account is required — portal access is granted per account, so this is the company whose invoices, subscriptions, and documents they’ll be able to see.
6. Send the invitation
Leave Send invitation now checked to email the invite immediately, then click Send invitation. (Uncheck it to create the portal user without emailing yet — the button changes to Save without sending, and you can send the invite later from the list or the user’s detail page.) The new portal user is added and appears right in your list.
What happens after you invite someone
- The invitation email: If you chose to send now, the user receives an email with a secure link to set their password and sign in.
- Account-based access: They can only see the data tied to the account you selected — invoices, subscriptions, payment methods, and documents for that account.
- Manage them anytime: From the Portal Users list you can resend the invitation, edit their details, suspend or reactivate access, or revoke it entirely.
- Linked to your CRM: The contact you created lives in your CRM too, so the person is connected to the rest of your records.
Tips for adding portal users
- Make sure the account exists first — portal access is always granted per account.
- If the person is already a CRM contact, use From existing contact instead so you don’t create a duplicate.
- Use a working email address — it’s both where the invite is sent and the sign-in identity.
- Not ready to invite yet? Uncheck Send invitation now and send the invite when the time is right.