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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