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.
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.