Portal user management

Steps

1. Create or invite portal access for a customer.
2. Link the access to the right customer record.
3. Manage resets and access changes securely.
4. Keep portal access aligned with active customers.

Tips

• Inviting customers to the portal during onboarding sets the tone for a modern relationship.

Related guides

• Client Portal overview A branded, secure space where customers see their account: financial summary, recent invoices, proposals and the next visit.
• Client Directory The central directory of customers with addresses, contacts, grouping and tags, connected to their pools, routes and billing.
• Account security and passwords Built-in protections keep accounts safe: protected sessions, secure password recovery, mandatory password changes and modern passkey sign-in where enabled.