Configuring Customer Portal Access

To set up access to the Customer Portal for a customer, navigate to the require customer and click on the 'Customer Portal' tab.

Then, toggle on the 'Use Customer Portal' switch.

You will then need to create individual users to give access to.  Click the 'Add User' button.

Enter the users name and email address and then click the 'Add' button.  The email address will be used by the customer to access the portal.

The next screen will allow you to customise the user further by specifying the users default start page and if the user is classed as an 'Admin' user.  An 'Admin' user will be allowed to create further user accounts within the Customer Portal.