Convert Lead/Contact to User?

[GrokWhy]

Is anyone aware of a method to convert a Lead/Contact to a User?

EspoCRM is being used to manage volunteers, which are contacts. But some volunteers move up to management and need login access to the app as users.

Thoughts?

Thanks,
Russ

[DEN]

Hello.
I think this cannot be done in the settings, you will have to use programming.

[DEN]

Its possible to implement this through workflows :
Step 1. Create field "Convert" Boolean Type:
Administration > Entity Manager > Contact/Lead > Fields + Add Field > Boolean (let's call it 'Is converted').
Step 2. Add the new checkbox (boolean) to Contact/Lead detail view:
Administration > Layout Manager >Contacts/Leads > Detail > add the new field.
Step 3. Create BPM process.
Administration >Process Flowcharts > Create new Flowchart.
1. Set the Conditional Start Event (see configs on the screenshot below)
2. Add the Task block (see configs on the screenshot below)

[item]

Why not use the out-of-box portal ?
lead/contact => portal user .. it's not perfect ?