How do I grant or revoke Customer Portal access?

Last updated: November 12, 2026

You can manage Customer Portal access directly from the Contacts section of any Account, Project, or Opportunity.

To grant or revoke access:

  1. Open the relevant record and select Contacts from the right-hand panel.

  2. Click the three-dot menu (⋮) next to the contact.

  3. Choose Send invite to Portal to grant access or Revoke access to Portal to remove it.