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 more….
