What your customers see in the portal

Knowing what your customers see helps you answer their questions. The portal is a simple page in your organisation's name and colour, made for phones, in the person's own language.

Before you start

• The company has access and the person has been added (see add portal people and choose their roles).

Steps

How a person signs in

1. They open the portal's address, or the button in their invitation.
2. On Sign in, they type their E-mail and select Send me a code.
3. They type the code in The 6-digit code and select Sign in. If no code came, Send a new code sends another.
4. They can change the language from the menu at the top, and sign out from their name with Log out.

What the home page shows

1. Hello with the person's name and their company.
2. Needs your action: what is waiting for this person's roles, for example Invoice to pay, Estimate to approve, Proposal to accept, with the due date and the amount.
3. A tile per section with its count, and What you sent: their requests still waiting for your team.

What each customer section shows

1. Invoices: each issued document with its date, due date, balance and state. Opening one shows Total, Paid, Still to pay, the lines, Download / print, and Messages about that invoice. A payer also sees Pay online (early access), Dispute this invoice and Promise a payment date.
2. Statement: You owe, Overdue and the Open invoices, per currency.
3. Support and Service: tickets and service requests (see handle tickets and service requests).
4. Proposals and agreements: your proposals, which an approver opens to accept, and the agreements in force.
5. Projects: each project with its state and end date, and Messages about it.
6. Orders, Bookings, Subscriptions and Rentals: a summary of each record with its state and dates, such as the next bill.
7. Documents: the documents you shared with the company, each with Open.

The profile

1. From their name, they open My profile.
2. They can change their Name and Language and select Save. Your roles lists what they may do.
3. If their e-mail belongs to more than one of your companies, Your other companies lets them Switch.

Good to know

• Sign-in codes work for 10 minutes, once, with five tries. A person stays signed in for seven days on that device.
• Lists page by 25. More loads the next page; nothing is cut off.
• Drafts stay private. Only issued Books documents are shown. Costs, internal notes and staff-only details never are.
• Summaries are read-only. Bookings, rentals, subscriptions, projects and orders cannot be changed from these pages.
• Shared documents are those of the Documents app linked to this company, published, of normal confidentiality and tagged portal.
• Separate from your team's sign-in. A portal session cannot open staff pages, the developer API or the assistant connection. Signing out of the portal does not sign out a staff member in the same browser.
• Related: answer portal messages and disputes.