Assign new portal signups to correct community groups
Assign new portal signups to correct community groups
Your portal signups arrive without role data, causing manual lookups and delayed community access. Members get role-tagged and added to collections automatically, ready for provisioning same day.
Overview
When portal signups lack a mapped contact type, IT spends time on manual provisioning and community managers can’t onboard users quickly. This flow classifies signups, populates role fields, and places members into the right collections so accounts are provisioned and ready same day.