How to Enable the Customer Portal

To enable the customer portal, follow the below steps.

Note: you must be an administrator to enable the portal.

1. Go to Market, and click on Add Ons.

Scroll down to the Available Add Ons section and find the card labeled “Customer Portal.” Then click on the Customer Portal card.

Click on “Enable” at the bottom of the popout window. 

Click the orange square “Enable” box at the top left of your screen.  

You can adjust the Customer Portal settings on this page to set what will and will not be shared with customers that are connected to the portal. You can even preview the portal before it becomes live for customers to utilize. Do this by clicking on the “View Sample Portal” button.