Invite Users to Your Customer Portal

3 ways to do so:

  • Invite existing customers
  • Invite a new customer as you’re adding them to the system
  • Enable auto-enrollment into the portal (as customers sign up for a subscription)

What is the Customer Portal?
It’s, well, exactly what it sounds like. A site to which your customers can log in to manage their subscriptions, plans, details, payment methods, view transaction history, etc.

Available tasks from the portal:

  • Home dashboard for viewing payments, subscriptions, credits, etc.
  • Manage and view subscriptions
  • Manage, extend, or upgrade trials
  • Update payment or customer information
  • and moreā€¦.

Customer Portal Help

Back to Lesson