Customer portal: setup, access, and self-service

Enable portal for a contact

1. 1

   CRM contact record

   Open CRM → Customers → select customer → Contacts. Edit a contact and enable portal access. The contact receives an invite email to set a password.

2. 2

   Portal login

   Contacts sign in at /portal with their email. They see only customers they are linked to—internal org members with portal access can switch customers from the header.

Customer self-service areas

• Requests: create tickets with subject, description, and attachments; filter by open, waiting, or resolved.
• Contracts: view active agreements, line items, SLA policy name, download signed PDFs.
• Invoices: list issued invoices with PDF download—same documents finance issued internally.

Internal agent workflow

Support agents work in Support → Tickets with full SLA timers. Convert ticket to bug or task links portal context to a project. Resolution updates flow back to the portal status the customer sees.