Before users can access information on Customer Portal pages, you must assign them to groups in Contact Management.
- In Microsoft Dynamics GP, choose Cards > Service Management > Contact Management.
- On the Contact Setup window, in the Telephone field, select a contact.
- Choose the Group button.
- On the Contact Group window, select the group to assign the contact to.
- Select the effective and expiration dates.
- Choose Add. The group is added to the bottom of the window.
- Choose OK.
- Repeat these steps for each contact to assign to a group.