The Customer Portal is a dynamic feature designed to enhance the interaction between your business and your customers, providing them with a platform to access their account details, service requests, and more. This article guides you through the process of enabling the Customer Portal for your customers, ensuring a smooth transition and setup.

Before You Start

Before diving into the activation process, there are key points you need to be aware of to ensure a seamless implementation of the Customer Portal feature:

• Subscription Requirement: The Customer Portal is an exclusive feature available only to ServiceCore Pro Plan subscribers. Learn more about the ServiceCore Pro Plan here.
• Eligibility: Currently, the Customer Portal feature is available only for company contacts.
• Permission Levels: Viewing the Portal tab and managing portal service requests (converting them to new jobs or new rentals) are privileges restricted to users with Assistant Manager or higher-level permissions.

Enable Portal for your Customers

To enable the Customer Portal for your clientele, follow these straightforward steps:

1. Navigate to Customer List: Log into your ServiceCore account and head to your Customer List.
2. Select a Customer: From the list, choose the customer for whom you wish to enable the portal.
3. Access Customer Details: Click on the customer to go to their detailed profile.
4. Enable the Portal: On the customer's details page, locate the Contacts tab. Here, you will find the 'Customer Portal Enabled' toggle. Switch it to 'On'.

Enabling the portal will automatically generate an invitation email. This email will be sent to the selected contact, inviting them to join the Customer Portal and set up their account.

By following these steps, you'll successfully activate the Customer Portal for your customers, empowering them with direct access to their service details and fostering greater engagement and satisfaction.