Customer Portal Setup

Customer Portal Setup

The customer portal allows your customers to get a detailed overview of their account with you, including pending quotations, current work-in-progress, outstanding invoices, and more.

To access the customer portal settings, go to the Company Setup screen, click on the "Setup" tab, and expand the "Customer Portal" section.

To be able to see the Customer Portal option make sure that "Advanced Mode" is toggled on.



The most important things to set are:
  1. The URL “Slug,” which is the first setting under the customer portal section.
  2. Toggle the "Customer Portal Active" setting to ON.

After activating / turning on the customer portal, you can invite contacts to the customer portal.

For a more comprehensive article, please refer to: Setup Customer Portal & Invite Customers

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