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.

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