Customer Portal Settings

This article walks through each section of the Customer Portal Settings page and explains how to enable the portal, configure invitation preferences, manage publishing settings, and customize communication options.

Customer Portal Settings 

Starting from the Settings, select the Customer Portal Settings option in the Company section. 

How to Enable the Customer Portal 

• Starting on the Customer Portal Settings screen, toggle  Enable Customer Portal to enable the feature for your account.
  • Once enabled, each contact must be invited to access the portal. Contacts cannot self-register—access is managed through the backend only.

Auto-Invite New Contacts

• Toggle Invite new contacts to Customer Portal if you want new contacts to be automatically invited when they are added to the system.
  • An email address must be listed for the invitation to send.
  • Contacts can also be invited individually or in bulk.

Advanced Settings (Appears After Enabling the Portal)

Once the portal is enabled, an Advanced section will appear on the page with the following options:

Publishing Preferences

By default, the following items must be published manually to the portal. If you prefer for documents to appear automatically upon creation, you can update each toggle accordingly:

• Inspection Reports
• Service Reports
• Proposals
• Invoices
• Attachments
   

Email Template

You can customize the email customers receive when they are invited to the portal.

Default Template:

Hello,

You have been invited to the customer portal of {{ company_name }}.  

Register for the portal here: {{ registration_link }}

Thanks again,  
Inspect Point  
http://www.inspectpoint.com

💡 Use the placeholders {{ company_name }} and {{ registration_link }} to automatically insert the company name and portal registration URL.

Miscellaneous – Contact Us Form

Toggle Enable Contact Us Form if you'd like customers to reach out via the Customer Portal dashboard.

Once enabled, you'll be able to:

• Define custom subject lines for messages
• Assign one or more email addresses to receive the inquiries
• Allow customers to select from a dropdown of subjects when sending their message

Related Articles: 

👉 How to Invite Customers to the Customer Portal & Manage Access

👉 Publishing to the Customer Portal

Need help? Contact our Support Team at support@inspectpoint.com or submit a support ticket via the web widget on the bottom left of your screen. Click here for more information.