Customer Portal
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      1. Chargezoom
      2. Product Features
      3. Customer Portal

      How do I enable the customer portal for a single client?

      If you prefer to authorize access to your customer portal individually, it's easy with Chargezoom.

      From the left navigation, go to Customers

      dashboard_customers

      Select the customer

      customer_choose

      Navigate to the Customer Portal section and click the slider next to Activate

      customer_portal_client_enable

      A confirmation message will pop up. Choose Activate to enable access to the customer portal.

      customer_portal_client_enable2

      The customer portal status will update to Pending. If your client does not receive the email, you can click Resend to send the invitation again.

      customer_portal_client_enable3

       

      💡 Did you know: you can view the customer portal experience through your client's view here?