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 and pay invoices
Create and view issues
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
You've set up your Customer Portal (watch above video)
Bulk Email Contacts and Send Customer Portal Invitation Role Permissions are enabled for the user sending the invitations
Go to Contacts and select the appropriate option in the dropdown filtering menu (in the example below, we selected All Customers [System Admin]).
Click the checkbox next to the customer record to receive the invite and select Send Customer Portal Invite from the Bulk Actions dropdown menu.
Edit the template email if needed and click Send.