This article will cover how to solve the problem when non-onboarded staff contacts face the following error when accessing the Portal for the first time:

Causes:

• The person already has a Contact (not to confuse with user) in Dynamics CRM with the same email address
• The person is not onboarded in ChurchHub

This article should only be followed if there's no plan to Onboard the contact to ChurchHub. This should NOT be applied to non-staff.

Instructions to send an invitation do Portal

Step 1: Access the Admin Hub app in the CRM

Step 2: Search for the Contact and toggle to the Portal Contact form

Step 3: Make sure there's no data under the Web Authentication tab

Step 4: Create the invitation and save it

Step 4: Send the invitation

The user will receive an invitation that will authorize their contact to access the portal.