Title: Adding Customer
Last modified: February 21, 2022

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# Adding Customer

 *  Resolved [kyekyeku](https://wordpress.org/support/users/kyekyeku/)
 * (@kyekyeku)
 * [4 years, 3 months ago](https://wordpress.org/support/topic/adding-customer/)
 * Hello, I have jetpack CRM installed and I was testing the process of adding new
   contacts. When I added a new contact, the user got the link but there was no 
   password for them to log in. How will the customer log in to view the invoice
   if no password is generated?
 * 2. On the client portal login page, there is no option for clients without an
   account to create an account. Is it possible for customers without an account
   to create an account at the client portal login page?
 * 3. even with a password reset, CRM customers can’t login
 * The page I need help with: _[[log in](https://login.wordpress.org/?redirect_to=https%3A%2F%2Fwordpress.org%2Fsupport%2Ftopic%2Fadding-customer%2F%3Foutput_format%3Dmd&locale=en_US)
   to see the link]_

Viewing 1 replies (of 1 total)

 *  [Jay](https://wordpress.org/support/users/bluejay77/)
 * (@bluejay77)
 * [4 years, 3 months ago](https://wordpress.org/support/topic/adding-customer/#post-15399423)
 * Hi [@kyekyeku](https://wordpress.org/support/users/kyekyeku/),
 * The [Client Porta](https://jetpackcrm.com/feature/client-portal/)l adds a front-
   end portal for your contacts to access key data linked to your CRM. This works
   by storing a link between a CRM contact and a WordPress user. You can choose 
   whether you want Jetpack CRM to automatically create your WordPress users for
   you, or these can be created manually when editing a specific contact.
 * It sounds like you’d like to automatically create your WordPress users and send
   them passwords, in that case, you can navigate to the universal setting in Jetpack
   _CRM > Settings > Client Portal_ and select `Generate WordPress Users for new
   contacts`.
 * [https://kb.jetpackcrm.com/wp-content/uploads/2020/10/jetpack-crm-client-portal-wordpress-user-setting-300×116.png](https://kb.jetpackcrm.com/wp-content/uploads/2020/10/jetpack-crm-client-portal-wordpress-user-setting-300×116.png)
 * Then, you can customize the welcome message that includes user passwords at Jetpack
   CRM -> Settings -> Mail Templates, open up the “Your Client Portal” template.
   Make sure “Activate” is toggled on the top right corner. The picture below shows
   an inactive client portal system email template.
 * [https://kb.jetpackcrm.com/wp-content/uploads/2020/06/Screenshot-2020-06-02-at-15.45.50-2048×1279.png](https://kb.jetpackcrm.com/wp-content/uploads/2020/06/Screenshot-2020-06-02-at-15.45.50-2048×1279.png)
 * —
    If you’d like to manually generate individual client portal logins, you can
   do that by navigating to each Contact’s page (‘Viewing Contact’) > Client Portal
   > and click on `Generate WordPress User`
 * [https://kb.jetpackcrm.com/wp-content/uploads/2020/06/Screenshot-2020-06-02-at-14.33.14-1024×707.png](https://kb.jetpackcrm.com/wp-content/uploads/2020/06/Screenshot-2020-06-02-at-14.33.14-1024×707.png)
 * Once you’ve generated a new user, Jetpack CRM will send an email to that user
   with login details to their client portal.
 * [https://kb.jetpackcrm.com/wp-content/uploads/2020/06/Screenshot-2020-06-02-at-14.33.30-1024×834.png](https://kb.jetpackcrm.com/wp-content/uploads/2020/06/Screenshot-2020-06-02-at-14.33.30-1024×834.png)
 * **Note:** this process creates a ‘Jetpack CRM Customer’ user role. This is a 
   limited capability role (so they cannot access much of the admin panel).
 * For a step-by-step guide, please check out this knowledgebase article:
 * [https://kb.jetpackcrm.com/knowledge-base/how-does-the-client-portal-work/](https://kb.jetpackcrm.com/knowledge-base/how-does-the-client-portal-work/)
 * —
    I hope that helps! Let us know if you have any other questions.

Viewing 1 replies (of 1 total)

The topic ‘Adding Customer’ is closed to new replies.

 * ![](https://ps.w.org/zero-bs-crm/assets/icon.svg?rev=2821636)
 * [Jetpack CRM - Clients, Leads, Invoices, Billing, Email Marketing, & Automation](https://wordpress.org/plugins/zero-bs-crm/)
 * [Frequently Asked Questions](https://wordpress.org/plugins/zero-bs-crm/#faq)
 * [Support Threads](https://wordpress.org/support/plugin/zero-bs-crm/)
 * [Active Topics](https://wordpress.org/support/plugin/zero-bs-crm/active/)
 * [Unresolved Topics](https://wordpress.org/support/plugin/zero-bs-crm/unresolved/)
 * [Reviews](https://wordpress.org/support/plugin/zero-bs-crm/reviews/)

 * 1 reply
 * 2 participants
 * Last reply from: [Jay](https://wordpress.org/support/users/bluejay77/)
 * Last activity: [4 years, 3 months ago](https://wordpress.org/support/topic/adding-customer/#post-15399423)
 * Status: resolved