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Once the customer portal is turned on in company policy, users can configure it, including branding, appearance, navigation, etc.
Navigation: Settings -> Customer Portal

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a. Customization

1.  Select the “Settings” module from the left panel. Under the “Customer Portal,” choose the “Customization” tab. Branding From the “Branding” section, fill in the following details.
FieldsDescription
Portal NameEnter the name that is to be displayed in the customer portal’s title bar.
Portal Contact EmailThe contact email ID of the portal.
Portal LogoThe logo of the customer portal.
Portal FaviconThe icon that is displayed in the title bar of the customer portal.
Appearance From the “Appearance” section, fill in the following details.
FieldsDescription
Portal ThemeFrom the list, choose the preferred primary color from the color picker list.
Font FamilyFrom the drop-down, choose the font.
Footer TextEnter the footer text to be displayed in the customer portal.
Authentication From the “Authentication” section, fill in the following details.
FieldsDescription
Authentication TypeAuthentication is identifying the right user to log in to the system securely.  Here, you can choose one of two methods:
- Password - Only the user’s email and password can be used to log in.
- Password / OTP - Password and OTP can be used to log in.
Note: External page links help you add your brand-related social media pages.
Select the “Save” button to save the customer portal settings.  CPR1 Pn

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b. Modules & Fields:

 The Modules & Fields help add a side panel menu that needs to be displayed in the customer portal: 
  1. From the “Modules & Fields” section, click “+Add Menu” to add the modules. 
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  1. To add the menu, add the following details for the page:
FieldsDescription
Menu Name (Mandatory)The menu name is to be displayed.
Linked toRepresent the module that is linked to the menu.
VisibilityToggle portal visibility on or off. Add the icon that needs to be displayed in the navigation menu.
ActionsClick the “Edit” icon to add/modify the icon and menu name. The required field that needs to be visible under the listing and details page can be toggled on or off.
Click the “Add” button to create the new menu.  CPR5 Pn Select the “Save” button to save the changes.
  1. You can toggle the list of modules on or off as needed.  Use the “Edit” icon to modify the navigation menu. Click the icon to re-order the menu items.
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c. Access / Permissions

Enable Portal Access by Default
Toggle the switch to Yes if you want all customers to have access to the portal by default.
  • Yes: Grants automatic access to all customers.
  • No: Requires manual access approval.
Allow Customers to Add Notes for Jobs
Toggle the switch to ‘Yes’ to permit customers to add job notes, or ‘No’ to restrict this action. CPR8 Pn Click the “Save” button.

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d. Notifications

Who should be notified when a customer updates card(s) on file? From the dropdown box, select the user to be notified. CPR11 Pn

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e. Advanced

  1. The advanced section helps customers add custom CSS.
Once you add the code, click the “Save” button.  CPR9 Pn
  1. Select the “Open Portal” option to launch the customer portal.
CPR10 Pn Login to your customer portal Adding and Managing Cards in Your Wallet To learn more about the Customer Portal usage, click here With customer portal settings, businesses can personalize their customer portal, including theme, font, and logo.