The Customer Portal provides your customers with convenient online access to view estimates, orders, and order history, as well as approve proofs and make payments (if enabled). Each contact within a company uses the same shared portal but logs in with their own username and password, allowing the system to track individual activity and giving you control over who has access.
Table of Contents
Enabling the Customer Portal for a Contact
Navigate to Sales Module / Customers / Search.
1. Search for a Customer.
2. Select the Customer from the list.
3. Click on the Contacts tab.
4. Click the name of the Contact that you want to give access to.
Note: Access to the Customer Portal is granted on a contact-by-contact basis.
5. Click Enable Customer Portal to grant this contact access.
Note: By default, the Customer Portal is disabled for each contact.
6. Set Access by selecting Enable or Disable Access as needed.
7. Then click Save Changes.
8. Review the email and make any necessary changes.
Note: You can customize the default message in the Customer Communication section in the Management Module or you can update the email here as you grant access to each contact.
9. Click Send Email when you're ready OR close the window and click Next to continue without sending the email.
a. The Username is always the email address.
b. A randomly generated password is emailed to the user, which they should update after receiving it.
c. Portal Account Status appears here.
d. Update Customer Portal access here.
e. Send Login Information here.
f. Update Contact's password here.
Customer Portal Access History
Any time Customer Portal access is added or removed for a contact, the update appears in the History tab.
1. Click History tab.
2. Click Account.
