Setting up the Customer Portal

Follow the steps below to set up the customer portal.

Step 1: Enable the Customer Portal for the Project

Begin by navigating to the project and toggling the Cust Portal field on.  Then save the project.

Step 2: Add Customers

Create or update project customers and mark them as active to grant access to the Customer Portal. 

➡️ See the “Creating a New Customer” video for guidance.

Step 3: Add Customer Tasks

Assign customer tasks and provide customers with the ability to view, track, and complete them through the Customer Portal. 

➡️ See the “Creating a Task” video for guidance.

Step 4: Share Documents and Photos

Share select project documents and photos with the customer through the portal.

➡️ See the “Sharing a Document with a Customer” video for guidance.

Step 5: Add Recent Activity

Provide recent activity updates to keep customers informed about the progress and status of their home. 

➡️ See the “Adding a New Activity” video for guidance.

Step 6: Add Customer Contacts

Provide key contact information for the individuals customers should reach out to when assistance is needed. 

➡️ See the “Creating a New Customer Contact” video for guidance.

Step 7: Add Customer Selections (if needed)

Enable customers to make and manage their selections directly through the Customer Portal. 

➡️ See the “Creating Customer Selections” video for guidance.

Step 8: View the Portal Preview

At any point along the way you can review a preview of the customer portal through the Portal Preview.

➡️ See the “Viewing the Customer Portal Preview” video for guidance.