Customer portal setup
Goal
Control what authenticated customers see and can do in the customer portal: documents, tickets, knowledge base, payments, quote accept, branding, and request categories.
Who it is for
customer_portal.admin. Module customer_portal.
Preconditions
- Customer portal module enabled.
- Customers have portal access as configured in party/user provisioning.
Steps
- Open Overview → Customer portal setup.
- Options: toggles for show invoices / orders / quotes / statements / projects / tickets / KB; allow payments, ticket create, quote accept; subscription self-serve; branding primary/accent colors. Save when dirty.
- Document types: portal-facing document type catalog for requests.
- Request categories: categories customers pick when raising portal requests.
- Verify in the customer portal app (
/portal/*) with a test customer user.
Result
Portal navigation and actions match the toggles. Branding colors apply to portal chrome.
Hard stops
| Symptom | Cause | What to do |
|---|---|---|
| Cannot open setup | Missing customer_portal.admin or module off | Enable module / grant permission |
| Feature missing in portal | Toggle off | Turn on the matching Options checkbox |
| Save disabled | Form not dirty or no admin | Change a value; ensure admin permission |