Invite customers to the portal

Invite the first portal administrator

1. Open the customer in CRM → Customers and locate the Command Center.
2. Select Enable Portal. Once there are users, the button shows Customer Portal and the number of users.
3. Select Invite person, enter the customer's email, and select Send invitation. The first invitation is for an Admin.
4. Ask the person to open the invitation and set a password. Use Copy login link when an existing user needs the sign-in page.

Give each person the right access

A portal Admin can manage their own team and see the portal sections. A Limited user can see the sections you select, such as Support tickets, Invoices, or Quotes. Under ticket permissions, choose Only see tickets they raised themselves when they should see only their own submissions.

Use the customer’s portal panel to change access, resend a link, or disable a login. The customer's Admin can manage their team from Profile → Team in the portal. Keep at least one active Admin on each customer account.

Test the customer experience

Use a test customer and an email you control. Sign in with the invitation, confirm the intended menu sections appear, and submit a test ticket.