What Customer Portal Management is
Customer Portal Management is used to create and manage customer login accounts for your white-label portal. This is separate from the main Customers List, which is focused on operational data. Customer Portal Management deals specifically with portal access and customer credentials.Where to find it
In the Partner Portal:- Customers → Customer Portal Management
Add a portal customer
- Click Quick Onboard.
- Enter:
- Email Address
- First Name
- Last Name
- Company Name
- Password + Confirm Password
- Click Create Customer.
Send invitation email
In the Portal Customers list, use the envelope icon:- Send Invitation Email
Delete a portal customer
Use the trash icon:- Delete Customer
Notes
- “Edit Customer” is present in the UI but may not be implemented yet.
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