Configuring your Customer Portal

To configure your Customer Portal settings go to your Company/Location settings and then choose Customer Portal. Here you will find a number of options to customize the features of the portal that customers will see. 

The portal invitations menu contains a short cut to your Automation Manager where you can setup Automations to invite your customers. See additional articles for suggested Automations. 

The Customer Portal will show a URL when visited which defaults to the below: 

This can be edited for locations using the edit button so show a unique URL.

AccuLynx Administrators can create banner messages that will appear at the top of the project summary page for customers to view. Click edit to enable/disable the announcement feature, create a message, and set an expiration date (if desired).

A portal user can "dismiss" the message if they no longer want to see it. 

Our Team

The Our Team list lets AccuLynx users create a list of their team members that be visible in the portal. This list can only include active users on their account. If a user is deactivated they will be removed from the list. Except for the sales rep, this field is required and will remain filled even if a sales rep has been deactivated. Jobs will need to be updated with a new, active sales rep. 

Note: There is a 50 character limit in the title field 

Estimate Details: 

AccuLynx users can choose to show or hide the details of of a primary estimate on their portal view. 

Click edit to enable or disable this feature and configure information. 

If this feature is disabled, a portal user will only be able to see the value of their primary estimate but not the details on their summary page. 

Invoice Details 

Show or hide the details of a portal user's invoices on their view by clicking edit to enable or disable this feature. 

AccuFi & AccuPay

If AccuFi is enabled for the current location, AccuLynx users can enable an AccuFi widget on their customer portal so that their customers can easily access financing options. 

If AccuPay is enabled for the current location, this can be enabled for the ability to take payments directly from the customer portal. 

Note: Payments can only be made on invoices that have been sent out for payment using the Accupay pay request button. 

Appointment Sharing

When AccuLynx users create an appointment on a job, they have the option to show it on the customer portal. This setting determines whether the checkbox to show the appointment in the customer portal will be checked by default. Appointments can be shared to the portal regardless of this setting. 

Initial appointments will always be shared to the customer portal, regardless of this setting. 

Share Company Documents

This setting will determine which AccuLynx User Roles have the ability to share Company Documents to the Customer Portal. Administrators cannot be turned off, but the Manager or Office role can be toggled on/off. Sales will never have the ability to share a company document. 

Viewing & Editing Job Portals

Set permissions for roles that can view the Portal, once the Customer Portal is activated within a specific job. 

Select which users can edit the Customer Portal.

Note: The settings of a Customer Portal at the job level can be edited, and will override the global Customer Portal Settings which are initially applied to all jobs.