Customers & portal
CUSTOMERS & PORTAL
Invite a customer to the portal
Portal invites always go out from the customer's record — never from the Team page.
2 MIN READUPDATED 2026-04-20
01
Open the customer
Customers → pick the customer. On the Overview tab, find the Portal access block.
02
Send the invite
Click Send portal invite. Confirm the email (pre-filled from the customer record). Hit send. They get a branded email with a setup link.
03
Resend or revoke
If they didn't see the first one, Resend invite. If they've left and you need to cut access, Revoke access — they lose login immediately.
04
What they see
Invoices (view, pay, enroll in AutoPay), service reports, photos, messages, agreements, payment plans. Nothing internal — no cost data, no other customers.
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