## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/kw/books/kb/llms.txt

Use this file to discover all available documentation pages before proceeding.

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# How do I enable the customer portal?

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To provide your customers with access to the customer portal, you’ll have to configure the portal for each customer individually in Zoho Books. Here’s how:

*   Go to the **Sales** module from the left sidebar and then click **Customers**.
*   Select the customer for whom you want to provide access.
*   Click **More** and then select **Configure Customer Portal**. Alternatively, you can also click **Enable Portal** from the overview.

![Associate Tags](/books/kb/images/contacts/config-portal.png)

*   In the pop-up, select the contact persons for whom you want to provide access.
*   Click **Set Portal Password**, and enter the password that the customer needs to use to log in to the portal.

![Associate Tags](/books/kb/images/contacts/set-password.png)

*   Once you click **Save**, Zoho Books will send an email to your customers inviting them to the portal.