How do I setup the customer portal?

This tutorial shows how to Setup Customer Portal Access for your clients

Step 1 : Choose the Client


Login to your account and go to the Clients Tab
Open the Client for whom you wish to setup the Customer Portal Access

Step 2 : Add a Contact


Click on Contacts -> Add Contact

Step 3 : Setup Access


Fill up the New Contact Form
The 'Email' of the contact is the 'Username'
Password is the password to login to the customer portal

Step 4 : Provide Link & Access to your Clients


Above is the link for the customer portal:
Provide the above link and the login Username & Password you setup to your client.
They can now login to the customer portal and view all jobs created for them!

Have more questions? Submit a request
Powered by Zendesk