How to give customers access to the portal

A portal user is a customer account that can sign in to your website to see their own quotations, orders, invoices and subscriptions, sign and pay online. To create one, open the contact, click ⚙ ‣ Grant portal access, check the email and click Grant Access: Viindoo emails the customer a link to set their password.

Who	Users allowed to manage contacts and users (Administrator access rights).
App	Contacts, Sales

Before you start

Create the contact with a valid email that no other user already uses.

How do I grant portal access?

1. Open the contact in Contacts (or Sales ‣ Orders ‣ Customers).

2. Click the gear icon ⚙ ‣ Grant portal access.

3. In the Portal Access Management window, check the Email of the contact, then click Grant Access on its line.

4. Click Close.

The customer receives an invitation email with a link to choose a password. On the same window you can later click Re-Invite to send the email again, or Revoke Access to close the account.

What can the customer do in the portal?

After signing in, the customer opens My Account and sees:

• Quotations and Sales Orders: open a quotation, then sign, pay or accept it online (see How to let customers sign quotations online). The sales order is updated right away.

• Invoices: download and pay invoices.

• Other documents shared with them, such as subscriptions.

Common errors

Message	What to do
The contact “…” does not have a valid email.	Fix the email on the contact.
The contact “…” has the same email as an existing user	Another user already uses this email. Use a different email.
The partner “…” already has the portal access.	Nothing to do, or click Re-Invite if the customer lost the email.
You should first grant the portal access to the partner “…”.	Grant access before re-inviting.

Next steps

• How to create a quotation and confirm a sales order: send a quotation the customer can sign online.