Method provides an out-of-the-box portal for your customers as long as they have a valid email address entered into Method.

A customer logs into their portal using a link which you configure in your Portal configuration

Additionally, you can provide a unique link generated just for them. This link is also included when you email them via a transaction. 

To retrieve this link manually for a customer:

1. Open up the Contacts App and click the contact.
2. Under Contact Details, click the Share link with the caption Portal.

3. A dialogue box pops up with a URL link you can copy. This is the link to provide to your customer.

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