Your member portal lets the people you work with sign in to view invoices, subscriptions, documents, and more. When someone already exists as a contact in your CRM — and is linked to an account — you can invite them to the portal in just a few clicks, without re-typing their details. This guide shows you how.
How to add a portal user from an existing contact in Cornerspot
Portal access is granted per account, so the contact you invite must be linked to one. Here’s the quickest path, start to finish.
1. Open Portal Users
From the dashboard, select Portal Users in the left-hand menu. This opens the 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 invite panel. It slides in from the right with two tabs: From existing contact and New contact.
3. Search for the contact
Stay on the From existing contact tab and search by name or email. Cornerspot lists matching contacts from your CRM, showing each person’s email and account so you can pick the right one.
4. Select the contact
Choose the contact from the results. They must be linked to an account — if they aren’t, you’ll see a prompt to assign an account first (or switch to the New contact tab to create the contact and account membership together).
5. Send the invitation
Leave Send invitation now switched on to email the contact a welcome link straight away, then click Send invitation. Prefer to set things up first? Turn the toggle off — the button becomes Save without sending, and you can send the invitation later from the list.
6. Confirm the new portal user
The new portal user appears in the list right away, marked Invited until they accept. Once they set a password and sign in, their status updates to show the invitation was accepted.
What happens after you invite someone
- Invitation email: If you sent now, the contact gets an email with a secure link to set a password and sign in.
- Per-account access: The portal user can see only the data tied to the account they were invited under.
- Resend any time: If the email is missed, use the envelope icon on their row to resend the invitation.
- Manage access: From a portal user’s page you can edit their details, suspend or reactivate them, or revoke access entirely.
Tips
- Make sure the contact is linked to an account before inviting — portal access is granted per account.
- Use From existing contact to reuse a contact you already have, so you never re-enter their name and email.
- Turn off Send invitation now if you want to add several users first and email them all later.
- Deleting a portal user removes their portal access but keeps the underlying contact in your CRM.