Each customer can have one secure portal link. The link opens their portal without a password, so treat it like a key and only share it with the customer.
Before you begin
- You need permission to manage the customer portal or edit customers.
- Add an email address to the customer or their linked contact if you want ScapeOne to email the link.
Create and send the link
- Open the customer record and find Customer portal access.
- Select Generate link if there is no active link.
- Select Email link to send it to the customer, or Copy link to share it another way.
- Select Open portal to see exactly what the customer sees.
Rotate or revoke the link
- Rotate link replaces the current link with a new one. The old link stops working straight away.
- Revoke access turns the portal link off until you generate a new one.
- The panel shows when the link expires and when it was last used.
What happens next
The customer can review their properties, visits, reports, photos, quotes, invoices and documents, and send requests to your team. Their requests appear on the customer record under Portal Requests.