Method:CRM provides an out-of-the-box portal for your customers to sign into and view and pay for transactions. For more information, see our article "What is the Portal?"
Note: In order for your customer to log in to their portal, they must exist in your Method:CRM account with an email. |
Portal Settings
To configure your portal, you will need to click the preferences icon in the upper corner and then navigate through: Account Settings > Portal.
Note: You will need Administrator permissions to access this page. |
This will bring you to the Portal Settings:
Take offline button - Set portal to either Online or Offline. When set to offline, the link will inform the user the portal is inactive.
Test drive button - View what the portal looks like as a specific contact
Settings - Outline your portal url, name, email, and branding
Navigation - Edit the links and style of the navigation
Screens - View a list of screens that are accessible by guest users
See the above related articles for more information.