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How To Set Up Customer Portal Access for a User

Feb 26 2026

How To Set Up Customer Portal Access for a User

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1. Begin by clicking Sales>>Customers>>Customer List>>Submit
2. Select the Customer, then scroll down to see the list of Contacts
3. Click the ""human icon"" to make this contact a portal user
4. Create your password
5. You'll be taken to the new portal user record, which shows the password at the top of your screen
6. Scroll down to define the user's roles, then click Submit to save your changes