Table of Contents


Setting Up Your Customer Portal

The short video below will show how to create and customize your Aspire Customer Portal. This allows your customers to:

  • View proposals

  • View and pay invoices

  • Create and view issues

Training Video

Sections

  • 0:00 Navigate to Customer Portal Administration

  • 0:20 Getting Started & Entering Info

  • 0:50 Configuring the Customer Portal Invitation

  • 1:35 Designing the Customer Portal

  • 5:10 Selecting Documents Customers Can Access

  • 5:40 Navigating to Your New Customer Portal


Inviting Customers to Your Customer Portal

Prerequisites

  1. You've set up your Customer Portal (watch above video)

  2. Bulk Email Contacts and Send Customer Portal Invitation Role Permissions are enabled for the user sending the invitations

Sending Invitations

  1. Go to Contacts and select the appropriate option in the dropdown filtering menu (in the example below, we selected All Customers [System Admin]).

  2. Click the checkbox next to the customer record to receive the invite and select Send Customer Portal Invite from the Bulk Actions dropdown menu.

  3. Edit the template email if needed and click Send.

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