How to Enable the Customer Portal

The Customer Portal allows your customers to securely view documents you publish to them, including inspection reports, service reports, proposals, and invoices.

Each contact must be invited to access the portal, and permissions are fully managed by your team in the backend.

🔗 Feature Overview: Customer Portal

🛠️ How to Enable the Customer Portal

To enable the Customer Portal in your account:

1. Go to Backend Settings
2. Under the Company section, select Customer Portal Settings
3. Toggle ‘Enable Customer Portal’

Once enabled, additional portal configuration options will appear, including invitation options, publishing settings, and email templates.

🔗 Customer Portal Settings

👤 Contacts

Each contact must be explicitly invited to access the Customer Portal. Contacts cannot self-register—all access is managed from the backend.

Options for inviting include: 

• Auto-Invite New Contacts
• Manual Invitations - Individual or in Bulk 

🔗 How to Invite Contacts to the Customer Portal