How can my customers log in to the customer portal?

Your customer can access the portal anytime using the portal URL available in the portal invitation email sent to them.

If you’ve enabled portal access to a new customer, they will receive an email with the portal URL and their username. To access the portal, your customers should:

  • Open the invitation email sent to them.
  • Click Accept Invitation. They’ll be redirected to the sign up page of the portal.
  • Enter the password and click Update.

They’ll be taken to the home page of the portal using which your customers can accept or reject a quote, pay for invoices, upload documents, and much more.

Pro Tip: If your customers missed the portal invitation email by any chance, you can send it to them again by clicking Reinvite in the Overview tab of the customer’s Details page.

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