Enable or disable the Customer Portal for all customers
The Customer access card on the Customer Portal settings page turns portal access on or off for your whole book of business at once. The Customer Portal settings page appears whenever your role can manage portal settings; the page opens with an Enable Customer Portal switch. Change the switch and select Save to turn the portal on or off. The Customer access card (with the rest of the configuration cards) appears once the portal is turned on.
If the page is missing but you need to manage portal rollout, contact your business's administrator to review your role.
It shows how many customers currently have portal access, and the action applies only to customers marked Active - inactive customers are skipped. Enable for all grants every active customer and their non-deleted contacts portal access. Disable for all removes portal access from those active customers and their non-deleted contacts.
Both actions ask you to confirm first. Use this when rolling the portal out or pulling it back across all active customers; to change one customer, do it on that customer instead.
This controls who can sign in. To control which portal sections customers can see after they sign in, use the Customer-facing sections card on the same settings page.
Where to find it: Settings -> Customer Portal, the Customer access card
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