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
View customer details
Click on a customer row to view their details:- Email address
- Name and company
- Account creation date
- Last login timestamp
- Portal access status
Edit customer information
To update customer information:- Click on the customer in the Portal Customers list.
- Select Edit Customer.
- Update the fields you need to change.
- Save changes.
Best practices
- Use strong passwords – When creating customer accounts, ensure passwords meet security requirements.
- Send invitations promptly – After creating a customer, send the invitation email right away.
- Keep customer list clean – Delete test accounts and inactive customers regularly.
- Document access – Keep notes on who has portal access and why.
Troubleshooting
- Invitation email not received – Check spam folders, verify email address is correct.
- Customer can’t log in – Confirm portal access is enabled in the main Customer List.
- Delete button disabled – Some customers may be locked if they have active subscriptions or data.
Notes
- “Edit Customer” is present in the UI but may not be implemented yet.
Screenshots
