Skip to Content
Home └Contacts └Granting Portal Access to Customers

Contacts

Last update: 07/21/2026

Completed

In this topic
Contacts Overview
Importing Contacts
Tags & Segmentation
Activities & Communication
Portal Access
Contact Reports

Granting Portal Access to Customers

Prev
Start this Course
Next
Share

Customer Portal

The customer portal allows your customers and vendors to log in and view their documents, communicate, and perform self-service actions – all without accessing the Quickenerp backend.

What Portal Users Can Do

Feature Available Notes
View quotations–Can accept/decline quotations online. Acceptance auto-creates a sales order.
View invoices–See invoice details and download PDF.
Pay invoices online–If payment providers are configured (Stripe, PayPal, etc.).
View deliveries–See delivery status and tracking numbers.
View subscriptions–See active subscriptions and invoice history.
Update profile–Change email, phone, address, password.
View timesheets–If project portal access is enabled.
View tickets–If helpdesk is installed.

Granting Portal Access to a Contact

  1. Open the contact record. It should be a Company (not Individual) with a valid email address.
  2. Click the Grant Portal Access button in the header.
  3. A dialog appears confirming the email and the portal group (typically "Portal"). You can select additional groups:
  • Portal – Basic access to documents.
  • Public – No login required, only public website content.
  • User (backend) – NOT recommended for customers. This grants internal access.
  • Click Grant Access. An invitation email is sent to the contact's email address with a secure link to set their password.
  • The contact clicks the link, sets a password, and can log in at https://yourcompany.quickenerp.com/my.

    • Portal Security

    • Portal users see ONLY documents where they are the customer/vendor. They cannot see other customers' data.
    • Portal users cannot access the backend interface (the app switcher only shows the portal menu).
    • You can enable Two-Factor Authentication for portal accounts if needed.
    • Portal sessions expire after a period of inactivity (configure in Settings – General Settings – Security).
    Rating
    0 0

    Commenting is not enabled on this course.

    This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.