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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
, multiple selections available,
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