Customer Portal Access

Create the customers’ login credentials to the portal in the Portal Access page.

To go to the customer portal access settings page go to Settings > Customers > Portal Access. The page defaults to the table of customers who have been given access to the portal.

Create a Portal User

  1. Click Actions and select Add New Portal User.

  2. The Add Portal User window will come up. Fill in the details.

    • Company – Customer’s company name
    • Company Email – The company’s business email address.
    • Enter Password – Create a password for the company.

  3. Save the new portal user. This will be added to the list.

  4. An invitation email with the credentials will be sent to the customer using the provided email address.

Edit the Portal User Details

  1. Find the portal user to be updated from the list.
  2. Click on the user to open the details.

  3. The Edit Portal User window will come up.

  4. Update and save the changes.

Delete a Portal User

  1. Find the user to be deleted from the list.
  2. Tick the checkbox to the left.
  3. Click Actions and select Delete.

  4. The confirmation window will come up. Select Yes to delete or No to cancel the action.