Customer portal settings control the workspace options available for customer-facing access. Customer access remains scoped to the customer and authorised portal workflow.
Steps
- Open Settings and select Customer portal.
- Review the available customer-facing options and access controls.
- Save the approved workspace configuration.
- Use the customer record and portal access workflow when a specific customer needs access.
Important
Do not use a portal configuration change to grant one customer access to another customer's records. Review the customer-specific portal access path for each invitation.
Configuration and access are separate
Workspace portal settings control what the customer-facing workflow can offer. To give one customer access, use that customer record and its customer-specific portal access action after confirming the right person and contact channel.
Keep customer access isolated
Never reuse an access link or code for another customer. If a customer cannot use the portal, review their active contact and the visible portal workflow rather than changing another customer record.