Is there a reasonable means of automating the adding of contacts as portal users?
Possible scenario, a lead is created from a landing page from which a bpm'online Contact is created. A Lead case then guides to a step where a portal user is to be created from this Lead Contact.
Can a step within a case accomplish this function either through configuration or light customization?
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Hello.
It is possible to achieve the described behavior in a couple of ways depending on your vision of the task.
In case you want a user to register automatically, you can create a send email dcm element, that will send an email to a contact asking them to register on a portal. In this email you can send them a link to the portal self registration page.
https://academy.bpmonline.com/documents/portal/7-13/user-self-registrat…
In case you want to create a user automatically, you can create a business process, that would be triggered once the record reaches the desired stage. Then, this process can create a portal user for you. Please note, that you will also have to distribute a license to a new portal user, either with the help of a process or manually.
Best regards,
Matt