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Automated Trigger

Automated Trigger

Triggering the activation

By associating the portal enabling to a stage move you can auto enable the portal activation

Within your 'Stages' choose to 'Edit' those stages where you wish the customer to be able to access the portal and toggle on the below:

Note: this box needs to be ticked for every stage you want them to have portal access at, otherwise portal access would be deactivated when you reach that stage

 

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