Courier company · Customers

Customer portal accounts

The customer's portal login account, the account status filter, single and bulk activation invitations, and employee accounts with limited permissions.

Customers sign in to the portal to place and track orders. Most customers imported from the old system have no account yet.

Finding customers without an account

1. On the Customers page, choose Without account in the second filter.
2. In the list, No account appears next to customers without an account, and Invited next to those who were invited but haven't set a password yet.

Inviting a single customer

1. Open the customer's card and go to the Customer panel accounts section.
2. Click Create account and send invitation. If an invitation was sent before, the button reads Resend invitation.
3. If the customer has an email, the activation link goes by email. If not, the link goes to the mobile phone by SMS, from your own SMS account. The link is valid for 7 days.

Sending invitations in bulk

1. On the Customers page, click Send account invitations.
2. The dialog shows how many customers will get it, how many will be skipped because they were invited in the last 7 days, and the email text.
3. Click Send to {n} customers. Invitations are queued; about 30 emails are sent per minute.

Good to know

• The invitation email contains no password. The customer clicks the link and sets their own password.
• Bulk invitations go only to active customers who have an email and no account. The same customer is not sent another bulk invitation within 7 days.
• Customers without an email can use Activate my account on the sign-in page with a code sent to their phone. This SMS is also sent from your SMS account.

Opening accounts manually and employee accounts

You can also open an account without an invitation in the New account area of the customer card:

1. Enter an email and, optionally, a full name.
2. If you untick All permissions, the account gets only the permissions you select: View orders, Place orders, Invoices and payments, API and webhooks.
3. Click Create account. A temporary password is shown once; the customer changes it at first sign-in.

The first account can also sign in with the mobile phone in the customer record. Other employees of the customer sign in with their email, so they need one. To change an existing account's permissions, click the button next to the account; it opens the permissions dialog. Changes take effect within 15 minutes at most.

Having trouble?

• The invitation button is disabled: The customer has neither an email nor a mobile phone. Enter one on the card and save.
• Some invitations were not delivered: See the Notification log page in the left menu for details.
• SMS invitations are not going out: Invitation SMS messages go only from your company's own SMS account; check on the Settings › Notifications tab that your SMS account is set up.