How do I set/create Portal Visitor credentials (username and temporary password) automatically for records that will be created/exist in RB? Specifically, I'm trying to do this for the User Object and a Customer Object (both have Portal Visitor attribute).
Our product is a B2B solution, and hence all customer/user information will be created within RB, so we can't have the Visitor register again as shown in the video example for creating a partner portal. Our intent is to have RB automatically create the credentials and we'll run a Trigger to email them to the Visitor like the "Welcome To Rollbase" email template.
It would seem we could set the credentials by running a Field Update Trigger. But I cannot figure out how to set the temporary password as done in the "Welcome To Rollbase" email template. Plus, after setting the Portal Visitor attribute on the User Object, RB did not create a Password field.
Thanks in advance for any pointers or suggestions.