Quickly share customer portal access details

Posted by getSoapy on 13th May 2025 in What's New . Last updated: 13th May 2025

It's now quicker than ever to share customer portal access details.

On the customer details page under 'Portal access details', you can now copy a secure link to the customer portal, along with a complete set of instructions for your customers to access the portal.

This gives you a one-click option to copy all the access details your customers need to log into the portal.

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