How to enable / disable customer portal for individual customers?

By enabling or disabling the option, you can use the new feature to set customer portal access for the end user.

Navigation: Customers --> Bulk Action --> Update Field  -->  Enable / Disable Customer Portal

1. Select the “Customers” icon from the left panel, Mark a check on the tiny “Square box,” and select the required customers to perform the bulk action. Now click the “Update Field” button. 

2. An “Update Field” pop-up will appear. Choose the “Customer Portal Access” option and select "Yes” to enable the customer portal. 

3. You can view the status of the customer portal enabled status by viewing the customer details page. 

The business can set control on the customer portal access. The end user can access the job, quotes, contract statuses and take an action based on the enabled action. 

• Related Articles

• How to access and manage the customer portal ?

  How do you manage the customer portal settings in the Zuper Web App? How to enable / disable customer portal for individual customers? Enable Customer Portal Access by Default: It is now easy to provide access to the customer portal in a single ...

• How do you manage the customer portal settings in the Zuper Web App?

  Navigation: Settings -> Configuration Settings ->Customer Portal Once the customer portal is turned on in Company policy, the users will now be enabled to configure the customer portal, including Branding, appearance, navigation, etc., 1. Select the ...

• How to login to your customer portal

  The customer portal is your one-stop solution for viewing your field service-related activities. You must log in and provide the user and password to enter our portal, also you can use email ID and OTP. Pre-Requisites To do the set up properly, use ...

• How to navigate and manage the Customers listing page in the Zuper web app?

  Zuper's Customer's listing page helps manage customer information in one place for more efficient operations. From this page, you can search for customers, apply filters and quick-filters, customize columns, and perform core actions. Navigation: ...

• How to create a new customer/contact in the Zuper web app?

  The "Customers" module is a key component that allows users to manage and interact with their client base effectively. This module typically includes features like customer profiles, contact information, transaction history, and communication logs. ...