Customer Portal
Configure and customize the customer-facing portal experience.
Customer Portal
This documentation is currently being developed. Check back soon for complete content.
Overview
The customer portal provides self-service access for your customers to view their account information, transactions, and documents.
What Customers Can Access
- Account information
- Invoices and statements
- Sales orders
- Shipment tracking
- Payment history
- Make payments (with Pay extension)
Configuration
Enable Customer Portal
- Navigate to Settings > Portals
- Enable Customer Portal
- Configure default views
- Set up navigation
Customize Layout
- Configure dashboard widgets
- Set default transaction views
- Customize navigation items
User Access
Customers are automatically linked when:
- Customer entity synced from NetSuite
- Contact email matches user email
- User invited to customer organization