Customer portal configuration

Customer portal access is managed in two layers: workshop branding and defaults, then per-customer users. That split keeps one workshop face for every fleet while still deciding, customer by customer, who is allowed in.

Workshop branding

Set the portal display name and logo under Settings → Company (portal branding). That is what customers see on the portal sign-in screen and on many workshop emails. See Company settings.

Per-customer portal users

Open a customer record and use the Portal tab to enable access, invite contacts, and reset credentials. Portal users always belong to a specific customer account — there is no global list of every customer login across the workshop.

• Only invited contacts can sign in. Draft quotes and unpublished documents stay invisible until your workshop sends them.
• If a contact should no longer have access, remove or disable them on that customer’s portal tab rather than sharing passwords.
• Customers never type a workshop slug. They sign in with email and password, then choose the organisation name if the same email is used at more than one workshop.

What customers can do once invited

Depending on what your workshop has enabled, portal users can view fleet health, respond to quotes or estimates, read invoices, raise work requests, and export reports. See the customer portal overview for the customer-facing side.