Topic:
How to change the Record Type that is automatically assigned to a Contact when they first sign up for the Member Portal in Everbridge Suite.
Description:
When contacts sign up to a public member portal they are automatically assigned a record type that is specified in the organization settings. To change the contact record type for contacts that sign up for the member portal, follow the steps below:
- Log in to the Manager Portal and select the desired organization from the upper right-hand corner.
- Click on the Settings tab from the top of the page.
- Click the Member Portal sub-tab.
- Select the desired Contact Record Type from the drop-down menu.
- Click Save.
Article Feedback
While we can’t respond to you directly, we’d love to know how we can improve the article.
Please sign in to leave a comment.