Customers
Customer Portal
This customer's portal sign-in, with invite, reset and View as Customer.
Where and How
Customer Portal
Customers › Customers › Customer › Portal
This customer's portal sign-in, with invite, reset and View as Customer.
What It Does
Shows where they sign in and lets you invite them, reset their password or turn the portal off for them.
What It Changes
Invite and reset send them an email. Sign Out Everywhere ends their sessions. Turn Off stops their sign-in.
How to Use
- Click Send Portal Invite for a new customer.
- Use View as Customer to see what they see.
- Send Password Reset if they're locked out.
From the same help as the card in the app.