For the complete documentation index, see llms.txt. This page is also available as Markdown.

Give a contact access to the customer portal

A contact can be given access to the customer portal so they can sign in and see their account. You grant it with the Customer Portal Access toggle (Enabled/Disabled) in the contact's Edit form. That toggle only appears once the customer account itself has the portal enabled; if it isn't, turn that on first (see Turning on Customer Portal access for a customer).

When the portal feature is on for your business, a Portal pill shows next to the contact's name. It's highlighted when the contact has portal access, the customer account has the portal enabled, and the customer is active; it shows greyed out otherwise.

The pill is a useful summary, but greyed doesn't always mean the contact can't sign in: an inactive customer's contacts can still sign in and pay invoices through the portal, so the pill can read as disabled even though access still works. To be sure, check the contact's own toggle and the customer's portal setting directly rather than the pill alone.

Where to find it: On the contact page, the Portal pill by the contact's name; you grant access with the Customer Portal Access toggle in the contact's Edit form, and access also depends on the customer's settings

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