Review branding, user access, and customer self-service options.
Where to Start
Open Customer Portal after signing in to your workspace. Your role and workspace configuration determine the options you can use.
Recommended Workflow
- Open Customer Portal and review the portal URL and branding configuration.
- Check the intended customer users and their access.
- Review supported billing-contact, notification, saved-payment-method, and order-creation settings for your workflow.
- Share the actual portal link provided by the workspace and confirm the intended customer can sign in.
If Something Does Not Look Right
An internal workspace account and a customer portal account can have different access. If a customer cannot find an order or listing, verify the portal, account email, and customer association before changing permissions.
If you need assistance, use the Support page and include the page URL, expected result, and relevant record reference.