How do I configure the Customer Portal?

Last updated: November 12, 2026

You can customize your Customer Portal's appearance, features, and notifications from Company Settings → Portal.

Here's what you can manage:

  • Share Portal: Copy and share your portal URL.

  • Branding: Customize your portal's colors.

  • Configuration: Enable or disable available portal features.

  • Notifications: Manage and customize customer notifications.

  • Referral & Review Settings: Control referral and review options.