Access, links & sign-in
How customers access the portal, how to share links, how smart fields differ, and how to invalidate links / enable sign-in.
5 articles
- How to send customers a link to the customer portal?This article will explain how to include a link to the customer portal in communications.
- When to use customer portal hyperlink vs. customer portal URL smart field?This article describes the difference between the customer portal smart fields when adding them to your templates.
- Invalidate Customer Portal linksIf you need to deactivate/invalidate a customer portal URL, follow these steps.
- Contact by Email on the Customer PortalControl what email addresses your customers can click to contact you on the customer portal.
- Customer Portal Sign-in featureActivate sign-in for the Customer Portal and discover the customer journey.